Overview of Asset Rule Functionality

Creating Rules for Assets

Asset rules automatically perform actions when specified conditions based on Asset record fields or events are met. This functionality can be used to:

• Change values in Asset record fields, as well as any custom fields

• Send notifications via email, Desktop, and SMS
• Execute a webhook for posting Change data to a web application

In order for a rule to be evaluated, it must be included in a rule group; rule groups are applied to Asset records through asset types. (A default rule group will apply if none are applicable.) See Configuring Rule Groups for more information.

When an Asset record is saved, the matching rule group is first determined. Then, all rules in that matching rule group are evaluated. If a rule’s conditions are met, its actions are performed.

Rule Groups

A default asset rule group will be included in iSupport on installation or upgrade.   

Rule Types

• On Asset Save rules do not incorporate time frames; when a change is saved, rules in the associated rule group are evaluated, and if true, their actions are performed.

  

• Time-Based rules incorporate time frames with conditions; when conditions are true upon change save, the date and time that the interval time frame would be reached is recorded and monitored by the Time-Based Rule agent. If the conditions required to meet the rule do not change before the interval time frame is reached, the agent performs the actions specified. If conditions change prior to the recorded date and time:

  

• Time-Based rules will clear all pending actions and if conditions are met again the time frame will restart.

• Time-Based: Cumulative rules will suspend all pending actions and if conditions are met again the time frame will include previous amounts of time in which conditions were met.

• If a date or date/time custom field is created for assets or the Maintenance or Warranty feature is enabled in Feature Basics, Time-Based: Important Date rules enable you to specify a number of days before or after the value in a specified date field. This type of rule will be evaluated when the defined number of days before or after the value in the specified date field occurs. Actions will be performed if the rule's conditions are met at the time the Time-Based Rule agent runs.