Adding Rules to Workflow Stages

You can add stage rules to your request workflows to automatically trigger an action based on the details of the request. The workflow stage rules will be evaluated each time the request reaches the stage in which the rule is configured.

  1. On the Privacy Rights Automation menu, select Workflows. The Workflows screen appears.

  2. Select a custom workflow or click the Create workflow button to create a new workflow. The Workflow details screen appears.

  3. Select a workflow stage.

  4. Navigate to the Rules tab. The rules for the workflow stage appear.



  5. On the Rules tab, click the Add rule button. A new rule configuration section appears.

    Note:

    You cannot configure stage rules at the Unverified stage or the first workflow stage.

  6. Configure the rule. For more information, see Stage Rule Screen Reference.

  7. Click the Save button to add the rule to the workflow stage.

Stage Rule Screen Reference



Field
Description
Rule name

Enter a name for the rule

Conditions
ALL

If you select ALL, the stage rule will only be executed if all of the conditions are met.

ANY

If you select ANY, the stage rule will be executed if any one of the conditions are met.

Trigger

Select a rule condition.

  • Country

  • Organization

  • State

  • Subject Type

  • Subtask Resolution

  • Request Type

Operator

Select the corresponding operator.

  • Contains any

  • Does not contain

Value

Select the values that will trigger the rule.

Actions
Action

Select an action.

  • Change workflow

  • Change workflow stage

  • Add subtask

Target workflow

If the Change workflow action is selected, select a new destination workflow for the request.

Delete subtasks currently open on request

If the Change workflow action is selected, enable this setting to delete all incomplete subtasks currently on the request.

Workflow Stage

If the Change workflow stage action is selected, select the workflow stage the request is reassigned to.

Add subtask

If the Add subtask action is selected, select up to 10 subtask templates. The subtasks are created in the order in which the templates were selected. If a selected template has been deleted, the remaining subtasks are created.

You can configure a maximum of 10 subtasks for one rule action.

To edit stage rules

  1. On the Privacy Rights Automation menu, select Workflows. The Workflows screen appears.

  2. Select a custom workflow. The Workflow details screen appears.

  3. Navigate to the Rules tab. The rules for the workflow stage appear.


  4. Click the Context Menu icon on the rule you want to edit. The Context menu appears.

  5. Select Edit. The rule configuration section appears.

  6. Make your changes. For more information, see Stage Rule Screen Reference.
  7. Click the Save button to apply your changes.

To delete stage rules

  1. On the Privacy Rights Automation menu, select Workflows. The Workflows screen appears.

  2. Select a custom workflow. The Workflow details screen appears.

  3. Navigate to the Rules tab. The rules for the workflow stage appear.


  4. Click the Context Menu icon on the rule you want to delete. The Context menu appears.

  5. Select Delete. A confirmation modal appears.
  6. Click the Delete button.

Add a subtask to a workflow rule

Using the Subtask Library, you can add multiple subtask templates to a workflow rule. When the rule conditions are met, the configured subtasks are created in the order in which the templates were selected.

You can configure a maximum of 10 subtask templates for a single rule action. If a selected subtask template is deleted, the remaining configured subtasks are still created and the workflow rule is not halted.

  1. On the Privacy Rights Automation menu, select Workflows.

  2. On the Workflows screen, select a custom workflow.

  3. Select the workflow stage where you want to configure the rule and navigate to the Rules tab.

  4. Select Add rule or edit an existing rule.

  5. Configure the rule. For more information, see Stage Rule Screen Reference.

  6. Under Actions, select Add subtask.

  7. Select the subtask templates in the order in which you want them to be created.

  8. Click the Save button.

For more information, see Leveraging the Subtask Library.