Business Rule

When the Police Report Issued checkbox is selected in a Claim, the system creates a task.

Action

Creates a task to obtain a copy of the report with the following information in its fields:

Parent Project: the Claim project.

Assignee: Main project assignee.

Description: Obtain a copy of the police report.

Default Category: Follow-up:FNOL.

Parameter: A Number field with the name "numberOfDaysAfter" and the label "The number of days between the date the claim was created and the due date"

Due On: Parameter numberOfDaysAfter.

Sample Values

Object Definition:

Claim or any custom object definition

Rule Parameter Created:

numberOfDaysAfter (Integer)

Related Object Created:

TASK (system object Task)

Categories in Related Object:

TASK_FLUP_FNOL

Custom Fields:

None

public class SpecifyingDueDateForTaskRecord extends CustomAction<Project> {

@Override

public void declareParameters() {

parameters.addNumberParameter("numberOfDaysAfter", "The number of days between the date the claim was created and the due date", Long.valueOf(1));

}

@Override

public void action(final Project project) {

// Run as system user to bypass security

platform.getUtilityService().runAsSystemUser(new Callable() {

@Override

public void call() {

// Get the value of the rule parameter

int numberOfDaysAfter = parameters.getNumberParameterValue("numberOfDaysAfter").intValue();

// Create a task and assigning it to the main assignee of the project

Task task = platform.getTaskService().newTask("Obtain a copy of the police report", project.getMainAssignee().getUser());

// Relate the task to the project

task.setProject(project);

// Set the due date based on the number of days specified in the rules parameter

Calendar dueOn = Calendar.getInstance();

dueOn.setTime(project.getCreatedOn());

dueOn.add(Calendar.DAY_OF_YEAR, numberOfDaysAfter);

// Set the primary category of the task

task.setPrimaryCategory("TASK_FLUP_FNOL");

}

});

}

}

Business Rule

When the value in the Accident State custom field in a new Claim is New York, a letter Package Request project must be created to generate the appropriate notices for the insured and claimant.

Action

Create a Package Request with the following information:

Requested for: Claim record.

Parameter 1:

Text field named "categories" and labeled "Type the full tree position of the Letter Package Request categories, separated by commas:"

Parameter 2:

Number field with the name "numberOfDaysAfter" and the label "Type the number of days from the moment the rule is triggered to specify the date when the letters must be sent out:"

Parameter 3:

Check Box field with the name "isAuditCreated" and the label "Specify whether an audit file should be created for each request:"

Using Parameter 1, add the specified categories to the package request record.

Send Date: Parameter 2.

Create Audit File: Parameter 3.

•If yes—create a history record with following data in its fields:

Text: NY Package request generated.

Default Category: Audit

Parent: the Claim project.

Entered by: TeamConnectAdmin.

•If no—no other records are created.

Sample Values

Object Definition:

Claim or any custom object definition

Related Objects Created:

PKRE (custom object Package Request)

TNHistory (the audit file)

Wizard Parameters:

categories (Text)

numberOfDaysAfter (Number)

isAuditCreated (Check Box)

Categories:

PKRE (root category of Package Request)

HIST_AUDI (History category)

Custom Fields:

In PKRE:

requestedFor (custom field of type Custom Object, pointing to the same custom object definition as the one for which the rule is written)

sendDate (Date)

public class CreatingProjectWithRelatedHistory extends CustomAction<Project> {

@Override

public void declareParameters() {

parameters.addTextParameter("categories", "Full tree position of the Letter Package Request categories, separated by commas", null);

parameters.addNumberParameter("numberOfDaysAfter", "Number of days between the rule triggering and the date the letters must be sent out", Long.valueOf(1));

parameters.addBooleanParameter("isAuditCreated", "Whether an audit file should be created for each package request", null);

}

@Override

public void action(final Project project) {

// Get the parameter values

final int numberOfDaysAfter = parameters.getNumberParameterValue("numberOfDaysAfter").intValue();

final boolean isAuditCreated = parameters.getBooleanParameterValue("isAuditCreated");

final String[] categories = parameters.getTextParameterValue("categories").split(Pattern.quote(","));

// Run as system user to bypass security

platform.getUtilityService().runAsSystemUser(new Callable() {

@Override

public void call() {

// Creating new package request

Project packageRequest = platform.getProjectService().newProject("PKRE");

// Setting value of Requested For custom field to the current project object

packageRequest.setProjectFieldValue("PKRE", "requestedFor", project);

for (String category : categories) {

packageRequest.addCategory(category);

}

Calendar sendDate = Calendar.getInstance();

sendDate.setTime(new Date());

sendDate.add(Calendar.DAY_OF_YEAR, numberOfDaysAfter);

packageRequest.setDateFieldValue("PKRE", "sendDate", sendDate.getTime());

if (isAuditCreated) {

// Create history with primary category set to audit

History history = platform.getHistoryService().newHistory("Package request generated", project);

history.setPrimaryCategory("HIST_AUDI");

}

}

});

}

}