How to configure rules in Pirani

Optimize risk and task management with Pirani’s Rule Engine. This feature allows you to create both custom and recurring notifications, tailored to the specific needs of your organization.

How Do Custom Notifications Work?

Custom notifications in Pirani let you automate alerts based on specific conditions you define. Through the Rule Engine, you can configure which system events should trigger a notification, who should receive it, and what content it should contain. This functionality enhances traceability, reduces the risk of missing key tasks, and supports real-time decision-making.

How to Access the Rule Engine

To create rules, go to the top navigation bar and click on the gear icon. In the configuration options, select the "Rule Engine" card to begin setting up your notifications.

How to Create a Rule

Once inside the Rule Engine, click on “Create Rule.”

→ General Information

• Assign a name: This will help you easily identify the alert.
  
  
• Add a description: Provide a brief explanation of what the notification will cover.
  
  

→ Configure the Alert

1. Select the Management System and the Module where the alert will be applied.
   
   
2. Define the triggering actions that will activate the rule — these can be when a record is created, edited, or deleted.
   
   

You can also configure the rule to trigger only on specific actions, such as “Delete” or “Edit.”

Select the “Alert Status” to define whether it should be active or inactive, depending on how the user wants to configure it.

Then select “Create conditions”, and click on “Add condition”.

 

How to create a condition?

Conditions define the exact trigger for an alert. To configure them, follow these steps:

Step 1 – Value:
Select the input value from the direct fields of the entity you want to evaluate.

Step 2 – Operator:
Choose the type of comparison—mathematical or logical—that will be used. The options shown here will vary based on the type of value selected in the previous step.
For example, if the selected value is a list type, you'll see options such as “Equal to” and “Different from.” However, if the value is a date or numeric type, operators like “Greater than,” “Less than,” or “Greater than or equal to” will appear.

Step 3 – Compare to:
Select the value against which the input from Step 1 will be compared. The available options in this step will depend on the field chosen in Step 1.

Once the condition has been added, any risk you create with a value of "High" will trigger the rule—whether you're creating, editing, or deleting a risk that contains a high impact value.

Additionally, you can create multiple "Conditions."

How to define the recipients?

These are the people who will receive the alert being created. There are three types of recipients:

1. By email: Select the email address of the person who will receive the notification (you can only choose from emails already registered within the organization on the platform).

2. Groups: Specify which group(s) within the company will receive the alert.

3. Person-type field: Choose the specific role that should receive the notification (creator, responsible person).

How to configure the notification content?

In the content section, you will create the message for the alert, divided into the subject and the body of the email.
You can personalize the email body using context variables with the “Add tags” button, making the information much more targeted and relevant.

Click “Create” and you’ll be able to view the rule.

Afterwards, a notification will be sent either to the email or to the platform’s notification center.

How do recurring notifications work?

Custom notifications in Pirani allow you to set up automatic alerts based on your own conditions. You can choose when to receive them (before or after a specific date), define who they are sent to, and customize their content. They are ideal for optimizing the monitoring of tasks, events, and deadlines within your management systems.

How do I access the rule engine section?

Go to the top bar and click on the gear icon. You will see the configuration options. To start configuring, select the card that says 'Rule engine'.

How to create a notification?

Click on the “Create rule” button.

Then, a form will appear with three sections to build the general information of the alert:

→ Alert data:

Name: This will allow you to identify the alert quickly.

Description: Details what this alert will be about.

→ Alert configuration:

Management system: Select which management system and module the alert will be located.

System module: Determines which module it will be located in.

Actions that enable the notification rules: This determines which actions will trigger it (e.g., when someone creates, edits, or deletes a record).

⚠️  Important:

In addition to the three actions that allow you to activate an alert, you can enable notification through recurrence or date change. This allows the system to validate the evaluated records against specific dates with each day change.

How do you customize a notification?

Click on the notification you want to customize. First, click on the “pencil” icon in the right corner of Pirani on your screen. Once inside the form, select the “Create conditions” option. Note that, by default, two groups will be visible, although you can create up to four if you need to.

What's new? Now, in the form to create conditions, you will find a button called “Add conditions.” Recurring notifications are a vital tool for optimizing internal processes. By reminding you of pending tasks and alerting you to upcoming deadlines, they contribute to greater efficiency, reduce the risk of errors, and improve the organization's overall productivity.

You will be redirected to another form when you click the button.

How to set the condition?

The selection of the pre-selected entity field that will be used as the input value to create the comparison condition.

Step 1: Value

Value: Select the input value from the available fields in the entity you want to analyze.

Compare the value and the comparator parameter to obtain the alert result when evaluating the condition and executing the rule.

Step 2: Operator: Choose the type of operator.

Operator: Choose the type of comparison, either a mathematical or logical operator, with which the comparison will be performed. The operator choices will vary depending on the type of value selected in the previous step.

For example, if you choose a list type value, you will see options such as “Equal to” or “Different from.” On the other hand, if you select a date or numeric type value, you will have operators such as “Greater than,” “Less than,” and “Greater than or equal to,” among others.

It allows adding a second value to the condition to search for data, which will be compared with the set of data obtained to evaluate the main value.

Step 3

Compare with: Selects the value to which you want to compare the data chosen in step 1. The options available in this step will depend on the previously selected field.

Date type: If you selected a date type value in Step 1, the comparison options in Step 3 will allow you to choose a fixed date to perform the comparison.

Finally, in the preview, you will see a sentence showing the condition created for the rule.

Mail body

In addition to the updated “Add condition” button, you will find two new icons: an “envelope” and a “clock,” as shown in the image below.

In the body of the mail, you will have three sections: “Base notification mail,” “Mails before notification,” and “Post-notification mails”:

Base Notification Mail:

So that you know – this mail will be sent only when you have met the conditions for creating a notification.

By Mail: Select the email address of the person to whom you want to send the notification. You can only choose from addresses already part of the organization on the platform.

By group: Defines which group(s) within the company will receive the alert.

By person type field: Select the role that will be notified (creator or responsible user).

Mail before notification:

This function is only enabled when the date field is activated. In the operator section, it is important that the value is 'equal to' and the condition is 'today'. Save the changes in the compare with section.

In the floating button, you will find a “clock” icon. Click on it to set the days you want to receive notifications on the previously selected email. In addition, you can choose the frequency of notifications, once or daily, until the set condition is met.

Post-notification mailings

At this stage, after sending the mail, the process is managed in the same way as before the notification, with the difference that it is no longer necessary to select a date. For example, if we have a status under review, the system will notify us during the days we have previously.

You can start now! Begin managing your rules.

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