Advanced Conditional Rules

Advanced conditional rules are categorized as Advance Trigger/Actions in the rule sample list. They allow us to specify more complicated triggers and actions than other rule types.

The General Settings of an Advanced Conditional rule function the same as any other rule type.

The Definition portion of the rule allows us to specify a group or provider and the day(s) that will be considered offset day 0 for the rest of the rule.  

  • Selecting a Provider X group in the Definition will allow us to write a conditional rule that applies to only that provider within the group on each instance that the rule is triggered.  If this rule does not need to apply to an individual within the group, this can be left as None.
  • The Recurrence Pattern can be a specific day of the week or month.  Weekly patterns will trigger every week.  Monthly patterns will trigger on the numbered week and day selected. For example, If  Repeat weekly: on Mon,Wed is selected, then the rule will trigger every week on Monday and Wednesday.  If Repeat monthly: on 2,3 Thu is selected, then it will trigger on the second and third Thursday every month.


The When and Then portions of the rule allow us to specify a personnel/personnel group, assignment/assignment group, and offset days, which trigger the rule and cause the action.

  • If we use Provider X, the rule will use a specific provider in the group specified in the definition.
  • If we specify a provider, the rule will apply to that provider.
  • If we specify a personnel group, there are two ways the rule might apply:
    • If Aggregate Personnel is not checked then the rule will apply to each individual within the group.  If Aggregate Personnel is checked then the rule will consider the group as a whole unit.
  • We can specify exact, min, and max times scheduled in our triggers and actions.  Exact numbers will only trigger when the exact number is scheduled, while min and max allow for at most and at least schedule triggers.
  • Offset days allows specification of how many days before or after the trigger date the rule should apply.  The offset day will be day 0 and any days before and after can be listed using a comma.  Days before should be listed as negative numbers.  
    • For example, if the Recurrence Pattern trigger day is Monday, then Tuesday through Friday will be designated as "1,2,3,4" in the "days before/after Recurrence pattern" parameter.  
  • Aggregate days: if checked, the rule will apply to the sum of the days specified.  If it is not checked, the rule will apply to each individual day specified.
  • Additional triggers and actions can be added using the + button on the right.


The Additional Details section allows the rule to look into past schedules, future schedules or even be specified to start and end on specific dates.

Note: A good rule of thumb to follow is that the look back/forward period should be equal to the highest value listed in the "days before/after Recurrence Pattern" fields.



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