How do I configure Rules to send notifications for Contract updates?

Created by Mark Eves, Modified on Tue, 26 Apr, 2022 at 3:59 PM by Mark Eves

The My Council Services platform allows Admin Users to create Rules that trigger actions based on different Contract events.

These Contract Rules can be triggered based on the following events:

What steps do I need to follow to set up Contract Rules?

Go to Administration > Service Request and Case > Rules

Click on Add

Configure the Rule as required, and select the relevant Contract option (e.g. Contract created).

Click on Add to create the basis for the Rule.

You can then start to add Conditions (e.g. Contract Status = Open) ...

... and Actions (e.g. Notify Party).

For email notifications, the following Dynamic Fields can be used. Note that these are for Contract Rules only.

#CONTRACT_ID#

This will specify the Contract ID.

#STATUS#

This will specify the current Status of the Contract.

#START_DATE#

This will specify the start date of the Contract.

#END_DATE#

This will specify the end date of the Contract.

#PARTY_NAME#

This will specify the name of the Contract parties. This can be the customer, and/or an organisation.

#PARTY_ID#

This will specify the organisation number or customer ID, depending on the party added to the Contract.

#PARTY_LOCATION#

This will specify the location of the party, if available.

For where the Party is a customer, the Notify Person action will use the Primary email address from the customer account. For where the Party is an Organisation, the Notify Person action will use the Primary email address set within Contact Points.