October 16, 2015
Changes in Configuration We are sometimes asked about major changes in configuration, and how to adjust someone's environment to be what they are, not what they were. It's not terribly difficult, since our system was designed for flexibility. It's usually a matter of making changes in the List Editor, modifying some routing rules, and dropping the new system in place. We recently were asked a much more challenging question, though, that inspired us to look outside our system for an answer. Mass Changes The question revolved around a mass change in Case Type for all cases, starting with the first one in the system. Looking forward is easy, but the idea of a retroactive change was unique and original. Fortunately, our Rules Engine is powerful enough to handle the request. Our Engine allows for Rules to be written on ANY…
Automating Mass Case Changes
October 16, 2015
Changes in Configuration We are sometimes asked about major changes in configuration, and how to adjust someone's environment to be what they are, not what they were. It's not terribly difficult, since our system was designed for flexibility. It's usually a matter of making changes in the List Editor, modifying some routing rules, and dropping the new system in place. We recently were asked a much more challenging question, though, that inspired us to look outside our system for an answer. Mass Changes The question revolved around a mass change in Case Type for all cases, starting with the first one in the system. Looking forward is easy, but the idea of a retroactive change was unique and original. Fortunately, our Rules Engine is powerful enough to handle the request. Our Engine allows for Rules to be written on ANY…