Skip to content

Rules

use Rules to:

  • Keep values that you want to change on the fly
  • Keep email adresses for who should be put CC
  • Keep lists that the Mate should know and check
  • Keep email text for when a Mate sends out emails

For information on how to the Mate can access the rules, please go to Get Rules. In short, when getting the rules via the Get Rules endpoint, they are formatted according to JSON standards (as described in RFC7159). It is always possible to see a live example of the rules in the Developer Tab, and then in Rules submenu.

Create New Rule

Rules can be virtually everything and it is up to you what should be a rule. Usually things that you would like to change once in a while should be rules. If you have a good idea to a rule in a process, you should tell your Developers about it. Some ideas can be easy to implement and it can give you a lot of flexibility in every day use.

Developers and Process Owners create the rules and implement them into the code.

  • In the Rules tab you press the New Rule button
  • Select the rule you want from the list
  • Name the rule
  • Press Create
  • The new rule is now on the screen, at the bottom right.

Types of Rules

Here we walk through the different types of rules and what options you have with each. You do not need to know all these to use Anymate but look a rule up here if you need any clarification on the use.

String

A string is a short piece of text or numbers. It can be a single character, a word or a sentence. You can put basically everything into a string. 'Amsterdam', '123', '!!??#12', 'mark@sales.com', '{"format":"json", "found": true}', 'Best Regards and Merry Christmas'

Please note that it is easy to write something wrong in a string because "hello there" is not the same thing as "hello there " nor "Hello there"

Rich Text

A rich text is like a little word file, where you can make a simply layout of some text.

Use a rich text to compose a standard email text that the Mate uses in the 3 different languages you need it in. You can then always change the wording when changes require it.

Number

A number can be all numbers, negative and positive, and with as many digits as you like.

Example: Adjustable Minimum Amount Limit

You can use a number to set a Minimum Amount Limit that decides if a Customer gets a reminder, and change it depending on your current policy.

Checkbox

A checkbox is for toggling something On or Off.

Date

With a date rule you can select a date.

List

A list is often used as a Exclude this list where you can exclude some tasks/clients from something - usually because you have an agreement with them that the Mate doesn't know about.

You can fill in whatever you like in a list.

You can add a note to each entry so you remember why things are on the list. The note can be seen by all your colleagues, but the Mates can't see them.

You can sort the order of the list simply by drag and drop

Please remember to hit Save if you make changes to the list in order for them to be logged.

Example: Excluded list

A list could look like this. You put Clients into the list and explain why in the Notes. The Mate can then check the list before doing anything.

Client Note
1445 Not a client anymore
6221 Wait for inbound before we release this
1141 Anna need to talk to them before we send

This means that you can change the behavior of the Mate on your own

Lists are just an array of strings

When the mates fetch the rules, the notes in a list will be invisible. Any List will just appear as an array of strings.

Table

A table can for instance be used as a Rule Table that decides what happens to each specific task depending on some data on the task.

Please remember to hit Save if you make changes to the table in order for them to be logged.

Example: Rule Table

A rule table could look like this, where you can put in more countries, and change which sales representant should get notified based on these countries.

Country CC this sales representant
DE mark@sales.com
US lisa@sales.com
CH paul@sales.com
IN anna@sales.com

This means that you can change the behavior of the Mate on your own