Configure smart rules for the manager of the subscriber

In the Management Portal at Data Model > Smart Rules, configure sets of criteria that you can use in services to dynamically determine to whom workflow actions during a service transaction. Smart rules for the manager of the subscriber apply an action to this person. The manager is determined through a set of criteria. For this type, a person attribute must exist that specifies the manager of the subscriber.

Configuration

Field

Explanation and Tips

Look up manager on

Specify the method that identifies people in your environment.

Using this attribute of subscriber

Specify the person attribute that stores information about the manager of the subscriber. The manager of the subscriber is determined by matching the specified people identifier with the specified people attribute.

Diagnostics tab

View who matches the rule.

See also

Was this article useful?    

The topic was:

Inaccurate

Incomplete

Not what I expected

Other