Apty's Enhanced Rule Engine
Imagine being able to customize what content your users see based on specific conditions. That’s exactly what the Rule Engine is all about - giving content creators the power to decide when and where content appears.
Overview
At its core, the Rule Engine aims to make content more responsive. It gives content creators the power to customize how users interact with content using simple rules. Whether it’s showing certain content, checking data, explaining with tooltips, prompting actions, or sharing announcements, this engine makes content more dynamic and user-focused than ever.
Prerequisite: The Rule Engine is exclusively accessible for the New Content Creation Experience.
Display Conditions
Display conditions play a crucial role in managing how content is presented within a software application. They enable content creators to tailor the visibility and behavior of content based on specific rules. There are three primary types of rules associated with display conditions:
Visibility Rules (for all content types)
Visibility rules are like "if, then, else” conditions that allow content creators to add custom rules for when content should be visible or hidden. These rules apply to all content types and are essential for creating dynamic and context-sensitive content experiences. Visibility rules can be based on various factors, including:
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User Roles: Display content only to users with specific roles (admin, manager, etc).
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Screen presence: Only display the content when the user is on a particular screen in the application.
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Date and Time: Schedule content to appear or disappear at certain times or on specific dates.
For a comprehensive understanding of visibility rules and their implementation, please refer to this detailed article on visibility rules and display conditions.
Auto-Trigger Rules (Workflows)
Auto-triggering capabilities overcome employee friction by automatically initiating the relevant step in the workflow without manual intervention. This automation is particularly useful for:
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Error Handling: If an error occurs within the application, it will initiate a workflow that assists users with step-by-step instructions for resolving an error or attempting predefined recovery actions.
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User Actions: When a user completes a specific task within the application, such as submitting a form or completing a task, a workflow will be triggered to help users with follow-up actions like updating related records.
For more in-depth information on auto-trigger rules and their application in workflows, please refer to this detailed article on visibility rules and display conditions.
Enhanced Branching Capabilities (Workflows)
Apty’s enhanced branching capabilities are also exclusive to workflows and are designed to manage conditional branching within a workflow. Based on the conditions defined, the workflow can split into different paths, allowing for more complex and tailored processes. Key applications include:
- Workflow Branching: Direct the flow of work based on decision points.
- Conditional Tasks: Assign different tasks or actions depending on the conditions met.
For a comprehensive guide on the branching rules and how to implement them in workflows, please refer to this detailed article on visibility rules and display conditions.
Understanding and effectively utilizing these rules will enable you to create dynamic and context-sensitive content, enhancing the overall user experience by displaying the right content at the right time based on various conditions.