You can set up rule conditions for the following predefined fields.
Note: Currency signs and commas do not appear in XTRAC Workbench. These numbers are displayed as an integer.
Note: If you use CreateBusinessDays, CurrentStatusBusinessDays, or UpdateBusinessDays in the rule conditions and the trigger event is BA Batch, XTRAC calculates time when the nightly batch runs at 12:00 Midnight in the server’s time zone.
Field |
Criteria |
Description |
AccountNo |
=, !=, >, <, >=, <=, IN, NOT IN |
Customer’s account number |
Amount |
=, !=, >, <, >=, <=, IN, NOT IN |
Amount of work item transaction |
Cause |
=, !=, IN, NOT IN |
Reason for work item transaction |
City |
=, !=, >, <, >=, <=, IN, NOT IN |
Customer’s city |
CommunicationType |
=, !=, IN, NOT IN |
Communication type of work item |
Country |
=, !=, IN, NOT IN |
Customer’s country |
CPCState |
=, !=, IN, NOT IN |
Critical path completion state |
CPCTD |
=, !=, >, <, >=, <= |
Critical path completion target date |
CreateBusinessDays |
=, !=, >, <, >=, <= |
Business days since creation |
CreateCalendarDays |
=, !=, >, <, >=, <= |
Calendar days since creation |
CreateNode |
=, !=, IN, NOT IN |
Node where the work item was created |
CreateOperator |
=, !=, IN, NOT IN |
ID of the operator who created the work item |
CurrentStatusBusinessDays |
=, !=, >, <, >=, <= |
Business days at current status |
CustomerId |
=, !=, >, <, >=, <=, IN, NOT IN |
ID of the customer |
DocumentId |
=, !=, >, <, >=, <=, IN, NOT IN |
ID of the attached document |
Entitlement |
=, !=, IN, NOT IN |
Name of the entitlement set |
EntryDate |
=, !=, >, <, >=, <= |
Date the work item was created |
FCState |
=, !=, IN, NOT IN |
Family completion state |
FCTD |
=, !=, >, <, >=, <= |
Family completion target date |
FirstName |
=, !=, >, <, >=, <=, IN, NOT IN |
Customer’s first name |
ItemType |
=, !=, IN, NOT IN |
Type of work item |
LastName |
=, !=, >, <, >=, <=, IN, NOT IN |
Customer’s last name |
MiddleName |
=, !=, >, <, >=, <=, IN, NOT IN |
Customer’s middle name |
Node |
=, !=, IN, NOT IN |
Work item’s current node |
Operator |
=, !=, IN, NOT IN |
Logged-in operator that is currently using the work item |
OrgName |
=, !=, >, <, >=, <=, IN, NOT IN |
Name of the organization that the customer belongs to |
PersonalQueue |
=, !=, IN, NOT IN |
Personal queue where the work item currently resides |
Phone |
=, != |
Customer’s phone number |
PostalCode |
=, !=, >, <, >=, <=, IN, NOT IN |
Customer’s postal code |
Priority |
=, !=, >, <, >=, <=, IN, NOT IN |
Relative importance of the work item based on points in priority field |
QCState |
=, !=, IN, NOT IN |
Queue completion state |
QCTD |
=, !=, >, <, >=, <= |
Queue completion target date |
Queue |
=, !=, IN, NOT IN |
Work queue where the work item currently resides |
State |
=, !=, >, <, >=, <=, IN, NOT IN |
Customer’s state |
Status |
=, !=, IN, NOT IN |
Status code of the work item |
Subcause |
=, !=, IN, NOT IN |
Subcause of the work item |
Subtype |
=, !=, IN, NOT IN |
Subtype of the work item |
UpdateBusinessDays |
=, !=, >, <, >=, <= |
Business days since update |
UpdateCalendarDays |
=, !=, >, <, >=, <= |
Calendar days since update |
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