Logic Rules

Last Updated March 26, 2023

Brief Overview

Logic Rules allow you to create logic statements inside of the Rule Engine based on dynamic attributes and predefined constants. This allows you to compare fields including dates, numbers, and monetary values by using arithmetic expressions.

Learn more about the Rule Engine.

Use Cases

Date comparison
Monetary value comparison

Here are some in depth examples of the way you might use Logic Rules in a solution:

Trigger a ShoutOut close to a due date

You can use a Logic Rule to trigger a ShoutOut in the final days before a due date, to remind users that the deadline is coming up and encourage a final effort.

To do so:

Create an attribute called DueDate
Create the following Logic Rule – @DueDate – today <= 5days

Check if the commit value is equal to the total opportunity value

You can use a Logic Rule to easily compare numbers and see if the commit value is equal to the total opportunity value.

Create attributes for both fields – Commit & Total Opportunity
Create the following Logic Rule – @Commit != @TotalOpportunity

Please note:

Only the following dates in text format are supported: dd-MMM-yyyy (ex. 12-AUG-2022), Month d, yyyy (ex. January 21, 2022), Mth d, yyyy (ex. Jan 21, 2022), d month yyyy (ex. 21 January 2022). Other date formats with text are not supported (ex. for not supported Dec. 2, 2021). — Text formats are supported only in English
When using a jQuery selector as a dynamic attribute, you must pick up the direct element that holds the text, rather than any of its ancestor elements
Certain date fields in Workday® are not supported since they are broken into 3 elements
You cannot directly type in any value in the logic rule line, other than predefined constants. Use attributes to enter any type of value (date, number, text)

How to use a Logic Rule

In the Rule Engine, select Logic Rule from the dropdown list
Enter your logic statement in the highlighted field

How to Create a Logic Statement

A Logic Rule should be written in the form of an equation/in-equation, for example:

@Date1 – Today < 10Days
@Attribute1 + @Attribute2 == @Attribute3

While creating the logic rule, a preview bar will display the values in the dynamic fields as long as they appear on the webpage that is connected to the Editor at that time.

Using Attributes

To add an attribute, simply type @ and choose an attribute from the dropdown list.
You can begin typing the attribute name to filter the list.
You can add as many attributes as you want.

It is also possible to create new and manage existing attributes directly from the Rule Engine when using the Logic Rule.

Using Attributes with Static Text Values

Attributes with static text values can be created and used for the comparisons in logic rules.

Example:
@dateTest is the on screen element with a date and @absoluteDate is the static date value.
The builder can now compare the dynamic date on the screen with a predefined date of their choosing.

Note

While using Text type of attributes for static dates is still supported, it is also possible now and recommended to use the new Date type.

Using a Predefined Constant

Simply type one of the following constants:

Constant	Remarks
second	Can also use “seconds”
minute	Can also use “minutes”
hour	Can also use “hours”
day	Can also use “days”
year	Can also use “years”
today	Returns today’s dynamic date, for example – 30/07/2020
now	Returns today’s dynamic date & time, for example – 30/07/2020 18:30:45

Note:

Capitalization doesn’t affect constants
You can multiply constants by typing a number next to the constant, for example – 10day, 2year, etc.

Using Arithmetic Actions, and Comparison

You can use arithmetic actions to add, subtract, divide or multiply attributes. For example:

@Att1/12
@Att2*Att3
@Att4+@Att5
@Date1-today

To compare sides of the equation, use one of the following symbols:

Symbol	Meaning
==	Equal
!=	Not Equal
>	Greater than
>=	Greater than or equal to
<	Less than
<=	Less than or equal to

Troubleshooting

When using OSE –
- The format of the date in the website should match the builder’s local (which implies a date format). If it doesn’t, the logic rule might show “invalid date”
  - Example: On ynet, an Israeli site, you will see dates in en_IL local (format will be DD/MM/YY – note where the D and the M are). As a builder, I use an attribute based on an on screen element in the logic rule. But, my own browser is set to en_US. If the date was 23/2/22, the logic rule will show “invalid date” as it assumes the local is US which should give a US format (MM/DD/YY). Considering there isn’t a 23rd month in the year, the error shows.
- If there isn’t a gap between the site’s date format and the builder’s browser local, all should work well – WM will check the end-user’s browser local while running (in published environment), and will “understand” how to read the date
  - Example: On screen element holds this date: 3/4/22. Is it March or April? WM “decides” based on the end user’s browser local.
Using fixed/absolute date (text type attribute) –
- WM will save the fixed date as a fixed string. Then. when evaluated (either in the Rule Engine for the builder or in published env for the end user) – WM will read the string according the the user’s browser local.
  - Example: When writing: 3/4/22, if the builder’s browser local is en_US then WM will evaluate the rule in the rule engine as March. But for the end user, it might be evaluated as April if their local is European. This might end up in wrong calculation
- How to Video

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Logic Rules

Brief Overview

Use Cases

How to use a Logic Rule