Business rules are intended to define and structure business activities, and they are designed to undertake actions on items or tickets based on specified criteria. When business rules are set right, they help organizations achieve the desired goal, improve efficiency, and provide predictability and consistency.
Before we explore how you can easily configure business rules to enrich the overall app experience for your users, let us first understand what a business rule is.
In its simplest form, a business rule is a guideline that dictates how the system should operate in certain conditions. In the context of Quixy, a business rule is a set of instructions and actions for the app to perform when certain specific conditions are met based on the inputs from the user. Business rules are typically placed in the context of a business process workflow and the actors involved in the process. It helps you to address complex business requirements with simplicity.
In an Insurance policy approval workflow, sales agents are required to enter the policy value a prospect wishes to purchase. While sales agents may have an option to edit the value multiple times in the sales cycle, the Insurance adjudicators are not offered a chance to edit the same policy value information. Additionally, adjudicators are shown more details such as the risk score, credit score, cost to the company, etc., which the sales agents are typically unaware of. Showing or hiding information based on the role of the user accessing app can be accomplished with the combination of workflows and business rules in Quixy.
Also read: In-App Conversations: A New and Effective Way to Interact
In short, Business rules give you the flexibility to build out your entire business logic that drives the experience of an app and corresponding workflow for your users. Listed are a few advantages of business rules
Here are a few examples of Business Rules
Example #1: Calculating Policy premium value based on the age of the insurance applicant.
Example #2: Applying different taxation criteria based on the overall Invoice value (exceed $1000 vs. <$1000).
Example #3: Show or hide Personal details information basis whether the user has checked the Consent agreement.
Example #4: Change the background color of the table/grid row based on the value of a certain cell, i.e., Red if the logged hours are <4, Orange if logged hours are between 4 and 6, Green if the logged hours are more than 6.
Example #5: Enable or Disable delete row option on the table/grid based on the role of the logged-in user and status of the application.
This is by no means a comprehensive list of where business rules can help you. But, it demonstrates the capabilities you can achieve with Business rules and its ability to enhance automation across the company.
Watch Webinar: Learning how to use Business Rules and Validations in Quixy
Showing or hiding elements is just the tip of the iceberg. Quixy’s business rule lets you create multi-dimensional conditions based on which one or more actions can be driven on the app with an additional dimension of the workflow process stages to bring much-needed business agility to your apps.
Business rules have two distinct components, namely: Conditions and Actions. Let us dive further into each.
1. Compare with Value: This is used to compare a value entered by the user in the app with a specific static numeric, date, time, or text value.
2. Compare with Field: This is used to compare values entered by users in the app with a discount from a different field or element.
1. Action Levels: The app comprises building blocks such as Sections, Elements, Grids, and Subforms. You can define at what level the action should be performed.
2. Actions: This is where you define the right kind of action you wish to perform on the elements ranging from Show, Hide, Enable, Disable, Set Value (assign a static numeric, date, time, or text value), Set Field value (assign the value from a different element into the element on which the action is being configured) to finally Set Operational value (where you can do multiple texts, date, time and numerical operations based on the values extracted from one or more elements/fields)
3. Additionally, actions such as Set text color, Set background color, Enable Delete and Disable Delete actions are available exclusively for Grid elements.
Incorporating business rules into your system will complement workflow automation and enable you to reach an outcome effectively. It helps organizations to develop robust automation processes and become agile. Designing, processing, and accepting business rules are small yet powerful steps towards your digital transformation journey.
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