Usage of Rules

Updated 

In this article, we will explore how to view the usage of rules. With this feature, users can easily track where a rule is being referenced in process workflows, voice campaigns, guided paths, and work queues. This provides greater clarity into dependencies, helping users understand the potential impact of changes and allowing them to quickly navigate to related workflows.

Key Benefits of Viewing Rule Usage

  • Improved Visibility: Easily see where a rule is applied across workflows, campaigns, and other entities.

  • Better Impact Analysis: Understand dependencies and potential effects of modifying a rule.

  • Faster Navigation: Quickly jump to related workflows or campaigns involving the rule.

  • Enhanced Decision-Making: Make informed updates with clear context on rule usage.

  • Reduced Errors: Minimize unintended impacts by knowing all areas that rely on the rule.

Steps to Configure Entity Visibility for a Rule

  1. Click the New Tab icon. Within Platform Modules, go to Rule Engine under Collaborate > Automate your workflows.

  2. Click the Options icon next to the corresponding rule.

  3. Select View Usages. The Usages pane will open on the right side.

  4. You will now see all entities where the rule is being used, including workflows, campaigns, and other configurations.

  5. To edit the workflow of an entity where the rule is referenced, click View Entity. The corresponding workflow will open for editing.

Note: Currently, editing workflows is supported only for IVR and ACW.