Add more Ignore If options when creating Business Rules
gathering votes
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Philishia Crum
I want to create tasks based on only if an appointment is confirmed and only if the vehicle stock # is not blank. These additions to business rules would be very helpful.
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Philishia Crum
Anything new on this? I have ipackets going out auto and I can't weed out if no stock number. I really need an Ignore if Stock # is blank
Shawn Goebel
Merged in a post:
Business Rule Ignore If Appointment Confirmed
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David Stevenson
Add a filter in the business rules that would allow us to "ignore if" appointment is confirmed. I would like to set tasks to confirm appointments, but only if the appointment isn't already confirmed.
Shelby Parker
Great to hear your perspective, David Stevenson! I have a few more questions for you:
- What specific criteria should be used to determine if an appointment is confirmed?
- Are there any other conditions or exceptions where the task should still be set even if the appointment is confirmed?
- How should the system handle appointments that are confirmed after the task has already been set?
Shawn Goebel
Merged in a post:
Add Exclude If "No VIN" on Business Rules filter
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Emily Schaeperkoetter
By adding "No VIN" for a Business Rule filter, users can then exclude a specific Auto Email from a VIN specific template.
Shawn Goebel
gathering votes
Shawn Goebel
Philishia Crum Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Hiya Philishia Crum, thanks for this post! I have a few more questions for you:
- Can you provide more details on the tasks that you want to create when the conditions are met?
- What actions should be taken when the stock number is blank or the appointment is not confirmed?
- Can you elaborate on how these additions to business rules will improve your workflow or business process?
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Philishia Crum
Shelby Parker Like with an appointment confirmation checked, I'd like to have a generic task/reminder or maybe even a notification or @mention to prepare the VIP Tag and get the vehicle pulled up and ready. As To if Stock # is not blank, this would be applicable for only in-stock vehicles obviously.