Dynamic Scheduler

Dynamic Scheduler 

Dynamic Table has been introduced in the Scheduler to accommodate the Escalation functionality. 

• In the Notify Recipient action, Recipients will be fetched from Dynamic Group and Admin Table. 
• In the Update Fields action, Dynamic Values will be fetched from the Admin Table and Dynamic Group. 

Notify Recipients

The dynamic table concept is introduced to accommodate the Escalation functionality.

Let's take the example of the usage of Dynamic functionality in the Scheduler. Here we consider a scenario where based on workgroup, location, customer and priority, a set of notification are to be sent to concerned recipients. These can have multiple combinations and here we cannot set up individual notifications to be sent for the set of escalations. Hence the dynamic concept is introduced in the scheduler to set up different combinations of criteria for which the notifications is to be sent. This can considerably improve the process of notifications by

• Reducing the processing time involved in running multiple schedulers. 
• Manual efforts of creating multiple schedulers is reduced.

An Escalation table will be created based on these multiple combinations discussed above using the Admin Forms. Subsequently conditions in the scheduler will be applied where Workgroup, Location, Customer, Priority, SLA Type, & Time Elapsed on the transaction table will be compared to these columns of the Admin Table. In this case the action to be configured is Notify Recipient for escalation. Hence, the recipients will be fetched from the Admin table. 

Figure: Escalation Matrix

When the Dynamic operator is applied in the conditions step, two fields will appear in the value section. First field gives the option to select the Admin Table/Dynamic Group while the second field displays the columns of the selected Admin Table/Dynamic Group (Refer to the image below). 

Figure: Dynamic Conditions 

In the condition step, if the Admin Table is selected, then in the recipients, there will be an option to select the users from the Admin Table. Then the user specific fields will be listed as shown in the image below. 

Figure: Notify Recipient

Update Field

We can update fields dynamically based on the multiple combinations defined in the Admin Table/Dynamic Group using the Update Field action. Here Dynamic Tables will be introduced in Update Field also. 

• If in the conditions step a Dynamic condition is applied, then Dynamic value to a field can be given by enabling the Dynamic switch. If the dynamic operator is not selected in the condition stepper, the Dynamic switch will not be available in the Update Fields.
• When the Dynamic switch is enabled, two dropdowns will appear in the value section. The first dropdown in the value section will be auto filled and greyed out and have the same Dynamic Table selected as selected in the condition step. The second drop down in the value section will have the fields of the Dynamic Table where the data source should be same as the field which has to be updated. For example, in the image below, the data source of Created by is User Master table. Similarly in the dropdown of Category 5, we should receive only those columns that have the data source as User Master which in this case is Updated by. 

Figure: Dynamic Switch

• If the dynamic condition being applied matches more than one rows, then the update fields will update the value with the last updated value on that condition. For example, if there are many rows with the same condition, the system checks for the last updated row value. The last updated value would become the value to be updated in this case. (provide example)