Leveraging the 'Rules Engine' in your Pipeline


Each Pipeline will have its own Rules Engine that can fully automate any process from start to finish. This reduces the amount of manual labor for Admins and gets all Users focusing on innovation! 

There is a new, updated view of the rules engine that includes an updated UI and additional rules conditions. This can be enabled within system setup > beta > Initiation Options > Rules Engine Updated UI.

 

Table of Contents

Getting Started

To access Rules Engine for a Pipeline, you will need to go to Pipeline Setup > Rules Engine tab.

Screen_Shot_2020-06-09_at_1.59.31_PM.png

Creating a Rule

Once the Administrator is in the Pipeline Setup area, to create a new Rule, simply click "Add Rule" button. 

Alternatively, Rules can be created through the Pipeline Steps View by clicking into the ellipses icon within each Step

Screen_Shot_2020-06-09_at_2.06.42_PM.png

Once the Rule creator appears, Admins will need to properly configure the Rules as they need. Let's go through that process below.

 

Rule Name

The Rule Name may seem quick to write, but this can help organize your Rules Engine if you need to configure 10+ Rules. We recommend coming up with a naming convention that works for you, try using what the Rule consists of, or where it is in the Pipeline.

Event Trigger

The manager has to configure the event of how the rule gets triggered. Here, the site administrator selects what has to happen for this rule to fire. Depending on the selection, additional criteria will be available to select, these options include:

  • Submission of Idea
    • Idea Submitted: When any idea is submitted
    • Days Since Idea Submission: When any ideas have hit [x] amount of days since it has been submitted
  • Interaction With Idea 
    • Idea Edited: 
    • Comment Submitted: When any comment (normal or admin) is made to an idea
    • Vote Submitted: When any vote (chips or normal) is submitted to an idea
    • Action Item Completed: When an action item is completed for a specific idea.
  • Movement of an Idea
    • Days in Current Status: When any ideas have hit [x] amount of days in the same status
    • Days in Current Step: The number of days for when an idea is within a specific step*
    • Idea Status Changed: When any idea(s) status is changed
    • Added to Stage: The trigger for when an idea moves to a specific stage*
    • Removed from Stage: The trigger for when an idea is removed from a stage*
    • Added to Step: When any idea is added to a specific step.
    • Removed from Step: When any idea is removed from a specific step
    • Specific Date is: Specific date to trigger the event* 
  • Scheduler
    • Commenting Start: When comments are enabled and start working within the timed initiative
    • Days Before Commenting End: Specific number of days before the comments are disabled 
    • Voting Start: Date on when voting begins based on the scheduler
    • Days Before Voting End: Specific number of days before the voting period ends 
    • Submission Start: Date when the submissions start within the initiative 
    • Days Before Submission End: Specific number of days before the submission period ends 

*Annotates the rules logic that is only included in the updated rules engine in beta. 

Condition Check

Second, the administrator must select Conditions that the Rules Engine will verify for. Admins can select whether the Events need to meet "All" or "Any" of the configurable Conditions listed:

Additional Info:

    • Category Is/ Is Not [X]
    • Comment Count Is / Is Not / Is Less Than / Is Greater Than [X]
    • Days in Current Status Is / Is Not / Is Less Than / Is Greater Than [X]
    • Days Since Last Step Change Is / Is Not / Is Less Than / Is Greater Than [X]*
    • Days Since Last Idea Update Is / Is Not / Is Less Than / Is Greater Than [X]*
    • Days Since Last Comment Is / Is Not / Is Less Than / Is Greater Than [X]*
    • Days Since Last Vote Is / Is Not / Is Less Than / Is Greater Than [X]*
    • Days Since Idea Submission Is / Is Not / Is Less Than / Is Greater Than [X]
    • Votes or Chips Is / Is Not / Is Less Than / Is Greater Than [X]*
    • Score Is / Is Not / Is Less Than / Is Greater Than [X]
    • Status Is/ Is Not [X]
    • Submitted by Is/Is Not [X]* 
    • View Count Is / Is Not / Is Less Than / Is Greater Than [X]*
    • Visibility Is/ Is Not [X]*
    • Added to Stage Is/Is Not [X]* 
    • All Action Items for this Idea in the Same Step Are Complete* 
    • Rate Submissions Average Rating Is / Is Not / Is Less Than / Is Greater Than [X]*

Submission Form Question:

    • Any Additional Info Question Is/ Is Not [X] (based on type)
    • Any Submission Form Question Is/ Is Not [X] (based on type)
      • Note: Date selector submission form questions are not supported at this time.
      • Note: This also includes additional submission form questions meant for 'Idea Development'

*Annotates the rules logic that is only included in the updated rules engine in beta. 

For the example we're following, we are going to specify that only ideas with the 'Business Development' Category will be the idea(s) that activate the Rule to trigger.

Screen_Shot_2019-06-06_at_5.29.19_PM.png

Perform Action

Lastly, the Manager must select the Action to take place - from any of the following:

  • Edit Idea
    • Change Visibility: Hide / Show the idea
    • Change Status: Change status of the idea
  • Move Idea
    • Change Step: Move an idea to another step in the Pipeline.
      • Note: This event will trigger a chain reaction of Rules if new Rules become true. This chain reaction will occur up to 5 times (to prevent any continuous loops from occurring).
    • Move Idea to Pipeline: automate moving the idea to another pipeline
    • Copy Idea to Pipeline: automate copying the idea to another pipeline
    • Send Idea to Whiteboard: Provide a new or existing Whiteboard*
  • Communications
    • Add Public Comment
    • Add Private Comment*
    • Send Email: Send an email to a Brightidea user or group
      • Users may create their own email templates, which can then be selected in the Rules Editor.
    • HTTP Request: Send a POST or GET request to a specified URL
    • Create a New Project Room

*Annotates the rules logic that is only included in the updated rules engine in beta. 

Keeping with the example we presented, we will set our events to change the Status to 'Evaluating' & send an email to two specific users noting the Status change. For this example, please note any subsequent actions may also take a place once a Status is changed

Screen_Shot_2019-06-06_at_5.30.09_PM.png

Once all set, the Manager selects 'Save' to save the rule.

Activating / Editing Rule(s)

For a rule to run after it is created, the admin must activate the Rule for it to run in Brightidea. To do this, select the rule, then go to Actions > Change Status.

 

This will now activate the Rule to run when the conditions are met. The administrator can then deactivate any Rule(s) if they wish to do so. Feel free to select the Rule to make changes (to the name, any events, conditions, etc) and select "Save Rule" when finished updating.

Cloning a Rule

The administrator can save a lot of time by "cloning" or copying Rules within the same Pipeline. To clone a Rule, select the Rule in the Rule list, then select "Actions" > "Clone Rule". The administrator will receive a popup verification to confirm he/she wants to clone a Rule.  Select "Clone Rule" in the pop-up to confirm.

Note, if the admin clones an active Rule, it will also be active once cloned.

Once the Rule is cloned, the Admin will see a new entry called "Clone of ____". Admins can then go in and edit the name if need be to make the clone distinguishable.

Deleting a Rule

If there is any need to remove a Rule from the Rule list, Admins can always delete it. To do so, select the Rule(s) from the Rule list, select "Actions" > Delete Rule". Brightidea will then prompt the Admin to confirm if they wish to delete their Rule(s). Select "Delete Rule" to proceed. Once selected, the Rule will vanish from the list.

Exporting Rules' History

Within the Rules section, Admins can select "Export History" from the Actions menu drop-down on the far right. In the report, it will generate an Excel report that shows the Rules' name, last time a Rule was run, and what it outputted. This can also be selected in the "Actions" menu as well, by selecting "Export History"

Important Things to Note:

  • The following notes concern the Rules Engine and its relationship to other Brightidea components:
    • Each Rules Engine section is separated by each Pipeline.  (i.e. > Admins cannot view all Rules in one view across Pipelines)
    • Rules run in chronological order of their placement.  (#1 first, #2, etc.)
      • If Rule #1 is true, it will run this Rule. After it is done, it will continue down the list to check if any other Rules are true.
    • Rules do not run retroactively, they will only run going forward after they are created.
      • For example, if you have a rule that is set to trigger X days after submission, it will not trigger for any ideas that previously met that condition in the past.
    • If the rule triggers a Status change, it will trigger any respective Status change email notifications setup as well.
    • Respects contact email in Pipeline setup
    • Respects time zone setup
    • Rules will run on Hidden ideas
    • Team Submissions will only be relative to the main idea submitter of that team.
    • An "Idea view" is a direct selection of idea i.e. > A user will need to have select an idea and gone to its page.
    • The number of comments accounts for normal comments, comment replies, and admin comments in total.
    • The Rules Engine does not respect group restriction for sending emails in an Initiative - the email will be sent regardless, so be aware of any security protocol put into place.
    • If a Rule is configured to trigger an Email when a Submission hits the first Step, this may conflict with the Idea Import process.
      • Idea Import will trigger the email to be sent before an idea URL link has been generated. If you have a Rule configured for your first Step, we recommend turning off the rule before the import process starts.
Was this article helpful?
3 out of 3 found this helpful
Have more questions? Submit a request

Comments