Skip to content

Rules

Under Administration > Status Management > Rules, you define automatic status transitions based on conditions. These rules apply in modules such as INVENTORY or BOOKING and automate workflows, e.g., for deadline exceedances or escalation processes.

Status Rules

Status Rules

Field Description
Type Module in which the rule applies (e.g., INVENTORY, BOOKING).
From Status Source status from which the rule originates.
To Status Target status to which the automatic transition occurs.
When Condition or trigger (e.g., due, due_overdue, critical_1).
Run Order Execution order when multiple rules apply simultaneously.
Actions Edit or delete the rule.

Examples

  • Deadline exceedance in inventory: A device with status READY automatically transitions to CALPLAN when the condition due_overdue is met.
  • Dunning process in orders: A booking with status Invoice automatically transitions to Reminder when the condition critical_1 is met.
  • Escalation for support tickets: Tickets with status OPEN are automatically set to WORK after a defined deadline.

Notes

  • The module type must be compatible with the status values used.
  • Rules with a lower Run Order are evaluated first.
  • A status change only occurs when the defined condition (When) applies to the respective record.
  • Deleting a rule is possible at any time and is recommended when processes change.