Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Creating Intent When rules

Updated on September 12, 2020

Intelligent guidance uses an Intent When rule to determine when a task should be suggested, queued, or automatically launched.

  1. In the navigation pane of Dev Studio, click Records, and then expand Decision.
  2. Right-click Intent When and select +Create.
  3. Complete the following information.
    • Label - The name for your Intent When rule.
    • Status - Whether the rule is available for use.
    • Apply To - Interaction class, for example, MyApp-Work-Interaction.
    • Add to ruleset - An open ruleset to save the rule to.
  4. Click Create and open.
  5. Configure the Intent When rule by using one or more conditions.
    • Label - The name of the condition that you will use in the criteria logic
    • Data Source - The data source to use.
    • Field - The property from the data source to use.
    • Operation - The comparison operation.
    • Value - The value to compare the field against.
  6. Use the labels from your conditions to complete the criteria logic, for example, (a and b).

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us