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Version: Angophra

Configuring Transition Rules

Overview​

In this article, you can find information on how to configure transition rules in Apporetum. Transition rules are defined in the Triggers tab of a transition and determine the conditions that must be met before Apporetum will move an account from one state to another.

tip

Before configuring transition rules, ensure you have created a transition and completed the General tab. See Configuring the State Model for guidance on creating transitions.

How Transition Rules Work​

Each transition in Apporetum has a Triggers section that defines the rules an account must satisfy before the transition will fire. Rules evaluate identity properties against defined conditions, and multiple rules can be combined using AND or OR logic to represent complex business conditions.

When a state model run executes, Apporetum evaluates each account against the trigger rules for all applicable transitions. An account moves to a new state when the rules of the corresponding transition are satisfied.

Adding a Transition Rule​

  1. Select Add Transition on a state, or open an existing transition.
  2. Complete the General tab. See Configuring the State Model for details.
  3. Select the Triggers tab.
  4. Select + Rule.
  5. Select a Property from the list of available identity attributes.
  6. Select an Operator to define how the property is evaluated (for example, equals, does not equal, contains, is empty).
  7. Enter or select a Value to compare against.
  8. To add additional rules, select AND to require all conditions to be met, or OR to require any one condition to be met.
  9. To group rules together, select + Group and configure rules within the group. Groups can be combined with other rules or groups using AND or OR logic.
  10. Select Save Changes.

Rule Logic​

Apporetum supports two logical operators for combining rules.

AND — all rules in the group must evaluate to true for the transition to trigger. Use this when an account must meet multiple conditions simultaneously.

OR — at least one rule in the group must evaluate to true for the transition to trigger. Use this when a transition should fire under any of several different conditions.

Rules and groups can be nested to represent more complex logic. For example, you can define a group that requires condition A AND (condition B OR condition C).

info

Review your rule logic carefully before publishing the state model. Overly broad rules may cause accounts to transition unexpectedly. We recommend running a simulation to validate rule behaviour before publishing. See Simulating the State Model.