Tutorial: Automatically Assign Documents#

In this tutorial, you will visually build a rule that automatically assigns high-priority Support Tickets to a Senior Engineer and updates ticket status.

Scenario Overview#

Business Goal: Instantly assign critical support tickets to senior staff without manual triage.

• Target DocType: Support Ticket
• Trigger Event: DocType Event -> Before Save
• Visual Nodes: Start -> Check -> Update Record -> Set Value

Step-by-Step UI Instructions#

Step 1: Create the Rule#

1. Go to FlexiRule -> Rule List -> New.
2. Set Rule Name to Auto-Assign Critical Tickets.
3. Set Document Type to Support Ticket.
4. Set Trigger Event to Before Save.
5. Click Save and open the Rule Builder.

Step 2: Configure the Check Node for Ticket Priority#

1. Connect a Check (Condition) node from the Start node.
2. In the Check configuration panel:
   • Set Group Logic to ANY.
   • Click the first value field, type @ to open the Smart Value Selector, and select Support Ticket → Priority.
   • Set Operator to Equals, enter High.
   • Click Add Condition.
   • Select Support Ticket → Priority, set Operator to Equals, enter Critical.

Step 3: Add Update Record Node (Create Assignment)#

1. From the True outbound port of the Check node, connect an Update Record action node.
2. In the Update Record configuration panel:
   • Set Target Operation to Create ToDo / Assignment.
   • In the Assigned To field, enter senior_engineer@yourcompany.com or use @ to select a user field.
   • Click the Description field, type Critical issue requires attention for ticket , type @ to open the Smart Value Selector, and select Support Ticket → Name.

Step 4: Update Ticket Status using Set Value#

1. From the outbound port of the Update Record node, connect a Set Value node.
2. In the Set Value configuration panel:
   • Click Target Path, type @, and select Support Ticket → Status.
   • Set Operator to Set.
   • In the Value field, enter Assigned.

Step 5: Test and Enable#

1. Click Test Run, select a High priority ticket, and click Run Test.
2. Verify the visual path highlights in green, creating a ToDo and setting ticket status to Assigned.
3. Close the builder, enable the rule, and save.