Recurring notifications within the rules engine

Imagine customizing your alerts and optimizing task management. Choose when to receive notifications before or after a date. Here's how to set them up with Pirani.

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