Matching Rules

What is a Matching Rule?

A matching rule is a set of logic that delivers a true or false response. You use matching rules as part of the striping engine, and also in allocation rules.

Key concepts

Matching Rule Details

Matching rule details specify the high-level information about the matching rule, such as description and whether the rule is active.

Blocks

Blocks allow you to add 'And / Or' criteria to the make-up of complex rules.

Functions

There are a number of out of the box functions which provide different capabilities for matching context.

Some examples are:

• Match on logged-in user persona (for example, the user has a client persona)
• Match on work-type
• Match on sub-type of work
• Match on where a particular participant role is filled
• Look in the matching rule area of Modeller to get a full current list

Rule Editor

The rule editor allows you to drag and drop the different elements to build up your rule set.

Striping

What is Striping?

Striping is a powerful feature of the product. It enables you to control the display of data or content in the application based on the context. For example, If you allow a client to create a new service request, you may want to hide the triage section of the form.

For example, you may need to vary the content of a form based on the region of the work type.

Where Can You Apply Striping?

You can apply striping in numerous places across the application, including:

• Option sets (lists of values)
• Data capture elements (form builder / aspects)
• Goods & Services (Finance)
• Accounts (Finance)
• Key Dates

What Are the Benefits of Striping?

Striping allows you to tailor the user interface content based on the user, simplify the user interface, and significantly reduce operating costs. You can reuse work types across multiple functions and clients without needing expensive customisation or high-maintenance overheads.

Using the striping engine allows you to create work types that are flexible enough to capture or display the custom information you need without reducing your ability to report and compare.