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Configure smart rules

In the Management Portal at Data Model > Smart Rules, configure smart rules. A smart rule is a set of criteria that you can use in service workflow actions to dynamically determine the actor(s) to whom they apply during a service transaction.

  • You cannot create smart rules with the names Subscriber and Requester.

See also

Configure smart rules for a list of people

Configure smart rules for the manager of the subscriber

Configure smart rules for subordinates of the subscriber

Configure smart rules for people related to the subscriber