Rule Engine

Use Rule Engine to define complex rules, such as feedback processing actions, survey targeting, filters, and so on. Rules can be used in multiple places in Digital, for example Real-Time Alert actions or Form Invitation Targeting.

Select a rule in the Rules list in the left panel of the Rule Engine screen, then configure the rule in the rule configuration section of the screen.

Rule Engine.

Action bar

The following actions are available in the Action Bar:

  • Add Rule: Creates a new rule.

  • Delete Rule: Deletes the currently selected rule. If a rule is associated with a triggering rule for Actions, Form Targeting, or Smart Reply, you cannot delete it without first removing the association. For scheduled report filters, deleting the filtering rule automatically disables the scheduled reports for all account users.

  • Copy Rule: Copies the currently selected rule. Enter a new unique name for the rule.

Rule configuration

A rule is a group of conditions that has to evaluate to true for the rule to operate. Each rule must have a unique rule name. To edit a rule's name, select it from the Rule List. Every condition contains the following:

  • Form Name: Name of the survey to use for the condition.

  • Field Name: Name of the field against which to match. This field is mandatory unless you select Form Name = "All Forms".

  • Condition: Operation to perform on the field. The operation depends on the type of field you select.

  • Value: Value which is compared to the input in the field.

Rule Configuration pane.

  • Multiple conditions can be evaluated together using AND/OR operators, which allows for the creation of simple or complex rules to fit every scenario. To choose the relationship between conditions on the same level (in the same group), use the AND/OR dropdown to select the relationship. Furthermore, when configuring a rule, use the following controls (see labels in the image above):

  • Add a condition on the same level in the same group (1)

  • Add a sub-group of conditions in the current group (2)

  • Delete condition (3)

  • Delete sub-group (4)

  • Enable rule as filter to be used for inbox, reports (online and scheduled) filtering options (5)

Tip: To create a catch-all rule that forwards all incoming feedback, create a rule with a single condition where Form Name = 'All Forms' and leave all other fields empty.

Rule usage

Rules can be used in multiple places across Digital.

  • Rule as a Filter — When a rule is enabled as a filter, it can be used as an inbox and reports filter (see Feedback filter for details). For a rule to be available as a filter, select the relevant check box. Processing could take a few minutes. An alert is sent by mail when processing is complete and the rule is available as a filter.
  • Rule with Real-Time Alert action — Use rules to send feedback alerts by email (see Real-Time Alerts for feedback for details).
  • Rule in Form Invitation Targeting — Use rules to target invitations according to specific information (see Custom parameters for details).
  • Rule in Custom Scheduled Reports — Use rules to customize scheduled reports (see Scheduled Reports for details).