Rules

Rules

The "Rules" menu in Camotool is a key feature used to define and manage automation logic within the platform. Rules are used to trigger specific actions when certain conditions are met, helping to streamline workflows, ensure consistency, and reduce manual intervention.

This menu provides access to tools that allow users to create, view, and search for rules that govern how data, processes, or events are handled in the system.

 

List Rules

This option opens a full list of all the rules that have been configured in the system.From this view, users can:

Each rule typically includes a name, description, conditions, and actions.

 Review rule configurations.

- Edit or update existing rules.

- Delete outdated or no longer needed rules.

Useful for administrators or power users who need to audit or manage business logic.

 

 

New Rule

This opens the rule creation interface, where users can define a new rule from scratch.

A typical rule includes:

- Trigger Conditions: Define what should happen in the system for the rule to activate (e.g., a new work order is created, a value is updated, etc.).

- Actions: Define what the system should do when the rule is triggered (e.g., send a notification, change a status, create a record).

- Scope or Filters: Optional criteria to limit when and where the rule applies.

This tool allows for highly customizable automation, tailored to your operational needs.

 

 

Search Rule

This option allows users to search through existing rules using specific filters or keywords.

- Useful when the system has a large number of rules and a user needs to find a specific one quickly.

- Supports partial name matches, tags, or criteria like creation date, trigger type, or related module.

- Can save time and reduce errors when updating or troubleshooting existing rules.