Overview

Sprinklr now allows Rules to be executed through a macro action. Using this feature, your saved Rules can be applied to messages by applying a macro. You can use this feature to apply On Demand Rules to messages. On Demand Rules, unlike standard Rules, do not run continuously and allow you to selectively apply the rule to messages of your choice, giving you more control over the messages that are routed through a given Rule.

Create a Macro with an Execute Rule Action

1. Click Launchpad or New Tab . Under the Platform Modules, select All Settings within Settings.

2. On the left pane, expand General Settings, and then select Macros.

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3. Click Create Macro available in the top right corner. The Create Macro page appears.

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   Note: If Case Management is enabled in your environment, you can also opt to select Case as the asset on which the macro can be applied.

4. Under Set Actions, click Add Actions in the Automated Actions section. From the drop-down selections, choose Select a rule to execute.

   

5. In the Values field, choose the rule you wish to apply in your macro's action.

   

6. Once chosen, your selected rule will appear in the macro's Summary of Actions on the right side of the Add Macro window. If satisfied with your new macro, click Add.

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Roles and Permissions

In order to access Settings, where macros are configured, you'll need to be an Admin of your Sprinklr environment. Additionally the following permissions control your ability to view and create Rules (note that you can create macros with an execute rule action without the ability to create rules, however, if you wish to configure the Rule executed, you'll need these Rule permissions). To learn more about Roles and Permissions, see Roles and Permissions. Contact your System Administrator if you need permissions assigned to you.