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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).

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