Create a rule in Recommended Actions

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a rule for a context that determines when recommended actions are made available to agents.

    Vorbereitungen

    Role required: sn_nb_action.next_best_action_author, or admin

    Warum und wann dieser Vorgang ausgeführt wird

    New rules can be created from the context records only.

    Prozedur

    1. Navigate to All > Recommended Actions > Contexts.
    2. Select a context.
    3. In the Rules related list, click New.
    4. Select the rule that you want to update.
    5. Enter a name and a description for the rule.
    6. In the Roles field, select the user roles that can see recommendations for this rule.
    7. Click Done on the Roles pop-up window.
    8. In the Advanced Condition field, use the condition builder to add one or more conditions that apply to the records for this context.
      Agents can see recommendations for the records in the context table that meet this criteria.

      If a context input is available for the context, you can build conditions on it along with the context table.

    9. Wahlweise: Enable the Apply to tables extended from the context table check box, so that the rule and its recommendations are applied to tables that are extended from the context table.
      For more information, see Apply rules to tables extended from the context table.
    10. In the Fields affecting this rule field, add fields from the context table that must be monitored for changes.
      Changes to these fields generate recommended actions of the type field recommendation for unsaved records.
    11. Fill in the remaining fields on the form, as needed.
      For more information about these fields, see Rule form.
    12. Click Submit.