Add Notes in Rule Engine

Updated 

4 hours ago

In Rule Engine, you can add an action to update notes with a defined message. This feature is available only in Inbound, Queue, Listening, SLA and Workflow Update Rules.

Use the Feature

  1. Click the New Tab icon Screen Shot 2017-09-25 at 1.52.25 PM.png and select Rule Engine under the Social Core Cloud.
     

  2. In the top right corner, select Create New Rule and click New Rule.
    Space_Rule Engine_Create a new Rule.png
     

  3. Provide a name and an optional description for your new Rule. In Context select Inbound, Queue, Listening, SLA, or Workflow Update Rules.
    Rule_Engine_New_Rule_Context.png
     

  4. In the Rule Engine Builder, add Rule Conditions.
    Space_Rule_Engine_Create_New_Rule_Add_Condition.png

  5. Then click the Space_Icon_Plus_Circle_Gray.pngicon and select Add Action.
    Space_Rule_Engine_Create_New_Rule_Add_Action.png
     

  6. In the Edit Action, under Actions To "Change properties of Message" select Add a Note.  Then add the note in the Input Text. Click Save.
    Space_Rule_Engine_Add_Action_Add_Note.png

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