Difference between revisions of "Manage Rules"

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== List Rules ==
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===In This Section===
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This section will allow you to create rules, and cases in the Spitfire system. These rules will allow you to stop taking spam, send automatic responses and categories cases.
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=== List Rules ===
 
From here you can see the list of rules, the rule in place and the actions it takes.
 
From here you can see the list of rules, the rule in place and the actions it takes.
  
== Create New Rule (includes Editing) ==
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=== Create New Rule (includes Editing) ===
 
'''Active'''<br />
 
'''Active'''<br />
 
Set to green if the rule is active.<br />
 
Set to green if the rule is active.<br />
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'''Rule Name'''<br />
 
'''Rule Name'''<br />
 
Give the rule a brief (internal use) name.<br />
 
Give the rule a brief (internal use) name.<br />
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'''Rule Field'''<br />
 
'''Rule Field'''<br />
 
Select the appropriate field to use for the rule.<br />
 
Select the appropriate field to use for the rule.<br />
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'''Rule Context'''<br />
 
'''Rule Context'''<br />
 
Select the appropriate context to use for the rule.<br />
 
Select the appropriate context to use for the rule.<br />
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'''Rule Value'''<br />
 
'''Rule Value'''<br />
 
Enter the value to use for the rule.<br />
 
Enter the value to use for the rule.<br />
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'''Autorespond'''<br />
 
'''Autorespond'''<br />
Set to "Green" to autorespond to customers when the case is created.<br />
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Set to "Green" to auto-respond to customers when the case is created.<br />
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'''Autorespond Delay (Whole Minutes)'''<br />
 
'''Autorespond Delay (Whole Minutes)'''<br />
 
Enter a delay (in full minutes) to delay the autoresponse by.<br />
 
Enter a delay (in full minutes) to delay the autoresponse by.<br />
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'''Autorespond with Prefilled Message'''<br />
 
'''Autorespond with Prefilled Message'''<br />
 
Select the message to autorespond with.<br />
 
Select the message to autorespond with.<br />
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'''Set Priority'''<br />
 
'''Set Priority'''<br />
 
Set the priority to automatically assign to the case.<br />
 
Set the priority to automatically assign to the case.<br />
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'''Assign to User'''<br />
 
'''Assign to User'''<br />
 
Set the operator to automatically assign to the case.<br />
 
Set the operator to automatically assign to the case.<br />
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'''Assign to Department'''<br />
 
'''Assign to Department'''<br />
 
Set the department to automatically assign to the case.<br />
 
Set the department to automatically assign to the case.<br />
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'''Automatically Close Case'''<br />
 
'''Automatically Close Case'''<br />
 
Set to "Green" to automatically close the case.<br />
 
Set to "Green" to automatically close the case.<br />
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'''Do not email Case Report'''<br />
 
'''Do not email Case Report'''<br />
 
Set to "Green" to not email the case to the customer on creation.<br />
 
Set to "Green" to not email the case to the customer on creation.<br />
  
== '''Delete Rule''' ==
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=== '''Delete Rule''' ===
 
This will delete the rule.
 
This will delete the rule.

Latest revision as of 11:21, 4 November 2021

In This Section

This section will allow you to create rules, and cases in the Spitfire system. These rules will allow you to stop taking spam, send automatic responses and categories cases.

List Rules

From here you can see the list of rules, the rule in place and the actions it takes.

Create New Rule (includes Editing)

Active
Set to green if the rule is active.

Rule Name
Give the rule a brief (internal use) name.

Rule Field
Select the appropriate field to use for the rule.

Rule Context
Select the appropriate context to use for the rule.

Rule Value
Enter the value to use for the rule.

Autorespond
Set to "Green" to auto-respond to customers when the case is created.

Autorespond Delay (Whole Minutes)
Enter a delay (in full minutes) to delay the autoresponse by.

Autorespond with Prefilled Message
Select the message to autorespond with.

Set Priority
Set the priority to automatically assign to the case.

Assign to User
Set the operator to automatically assign to the case.

Assign to Department
Set the department to automatically assign to the case.

Automatically Close Case
Set to "Green" to automatically close the case.

Do not email Case Report
Set to "Green" to not email the case to the customer on creation.

Delete Rule

This will delete the rule.