Manage conditions for a business rule

The Conditions tab of the Create Rule or Edit Rule page specifies the conditions for the business rule to launch a chat, survey, or other targeted content.

To open the Conditions tab:

1. Navigate to Administration > Program Management > Business Rules.

2. Do one of the following:

   • To create a rule, click the New button and select a rule type. The Create Rule page opens.

   • To edit a rule, double-click it in the table. The Edit Rule page opens.

3. Click the Conditions tab.

• View the Conditions tab for a launch rule

  

• View the Conditions tab for an override rule or a worker rule

  

4. In the Conditions tab, you specify the launch event, which is the event that launches the business rule.

Note: If no conditions are specified, then the rule always launches.

Field	Description
Standard Event	Select a standard event that launches this business rule, such as on PageLanding, onCustomerMsg, and onAgentMsg. For a list and description of standard events, see Standard events. If you do not want to use a standard event as a launch event, you can leave this blank.
Delay	You can set a time delay in seconds for launching the rule.

If you want to add a non-standard event instead, or additional launch events, click + Add Additional Launch Event, and select one of the following event types from the dropdown list:

• Custom Event: Events defined in the business rules XML, which you can edit in the Source tab of the Business Rules page. For details, see Manage business rules in XML.

• DOM Event: DOM (Document Object Model) is an API that represents and interacts with any HTML or XML document, as described in: https://developer.mozilla.org/en-US/docs/Glossary/DOM. NDEP can use a JavaScript tag on Web pages to capture these events. For information on DOM events, see: https://developer.mozilla.org/en-US/docs/web/api/event. For a list and descriptions of supported DOM events, and DOM elements, which you can add to events, see DOM events and elements.

• Service Event: Supported for override rules and worker rules only. For a list and descriptions of service events, and service types, which you use with events, see Service events and types.

• Standard Event. For a list and descriptions of standard events, see Standard events.

For each event, you can set a time delay in seconds for launching the rule.

To add additional conditions for launching the rule, click + Add Additional Conditions, and select a condition type from the dropdown list. The supported condition types are listed in the following table.

Note: To add multiple conditions that are joined by AND or OR operators, select Add Group from the + Add Additional Conditions dropdown list.

Field	Description
Add Group	Adds a new subgroup of conditions, joined by an AND or OR operators, that must be evaluated to true.
Boolean Value	Select a stored Boolean variable to evaluate.
Browser Type	The user’s web browser type.
Check for Existence	Check to ensure that a program variable, cookie, or JavaScript variable on the customer’s web page exists.
Content Group View Count	Select a content group and Boolean operator and indicate the number of views. You can create new content groups on the Content Groups page. Note: This is not a standalone option.
Date Compare	Compare two dates. The dates that can be compared must be stored as a variable, as a constant, or the current time at rule execution.
Device Type	The type of device the user is currently using.
Launch Location	Select the web pages that will launch this rule. If you leave this blank, the rule will apply to every web page on the site.
Number Compare	Compare two numerical values.
OS Type	The user's current operating system.
Page View Count	Sets a condition based on the customer visiting a web page. Apply a Boolean operator and indicate the number of views the customer must have before this condition applies. Note: This is not a standalone option.
Previous Page	Sets a condition based on the previous web page visited by the customer. Note: To apply the condition if the previous page is not the one visited by the customer, select Not.
String Compare	Compare two text values.
URL RegExp	Evaluate the current URL based on the regular expression Regular expression. A sequence of characters, or a pattern, used to match character combinations in strings. Often used to define a search pattern. provided. Note: To return the opposite of the result, select Not.

5. Click Save. This saves your changes, but it does not publish them to the production environment. To publish all rules to the production environment, on the Rules tab of the Business Rules page, click Publish.