The condition that turns a checklist reading into a Service Recommendation. Each rule hangs off a checklist template line and says which Item to recommend, of which recommendation type and quantity, when the captured line matches: either the RAG value equals RAGValue, or the numeric reading is above ValueGreaterThan, below ValueLessThan, or between the two when both are set; a rule with none of these set matches any text-typed line that has a value. Rules are evaluated by the checklist-line service on insert and on update, and on update it also removes recommendations whose rule no longer matches, unless the recommendation has already been utilised.
Fields
| Field | Label | Type | Required | What it does |
|---|
ChecklistTemplateLineId | Checklist Template Line | Lookup | | The checklist template line this rule watches. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Id | Id | Guid | Yes | |
ItemId | Item | Lookup | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
Quantity | Quantity | Number | | The quantity the rule is configured to recommend. The generation code does not copy it onto the recommendation it creates, so it currently has no effect on what is proposed or ordered. |
RAGValue | RAG Value | PickList | | Fires the rule when the captured checklist line's red/amber/green value matches it exactly, and only when neither numeric threshold is set — a rule cannot mix a RAG match with a numeric range. The seeded first-party data supplies only a Green value for this picklist, so amber and red rules need the values adding. Values: Green. |
RecommendationType | Recommendation Type | PickList | | |
RecordTypeId | Record Type | Guid, hidden | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
ValueGreaterThan | Value Greater Than | Number | | Lower threshold: on its own it fires the rule when the checklist reading is strictly above it, and combined with the upper threshold it forms a strictly-between band. Set either threshold and the RAG match is ignored. |
ValueLessThan | Value Less Than | Number | | Upper threshold: on its own it fires the rule when the checklist reading is strictly below it, and combined with the lower threshold it forms a strictly-between band; the bounds themselves never match. |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | Edit | Edit |
New | New | New | New |
