Jadu Connect: Define the Rules (Workbook)

Rules in Jadu Connect are optional functionality most commonly used for sending reminders and auto-transitioning or auto-closing a case.

Auto-Transitioning a Case

• Cases can be auto transitioned, send emails and update case field values based upon various triggers.
  • Example: Approval Reminder
    • When Time in Status Pending Approval reaches 7 days
    • Then Send an Email to Approver
    • Using the Reminder Email Template
  • Example: Auto Cancellation
    • When Time in Status Pending Approval reaches 14 days
    • Then Send an Email to the Requester
    • Using the Auto-Cancelled Email Template

Conditions and Actions

• Commonly used options for WHEN:
  • Time in Status
  • Transition Applied
• Commonly used options for THEN:
  • Send an email
  • Apply transition
  • Set case value or update a field

Additional Resources

Self-Help Guide: Jadu Connect