ResourceFirst comes with a powerful business rules engine called the Pulse Engine. It can be used for automation functions, notifications, and more.
Examples of Pulse Engine use could be:
- Missing or late timesheet notifications
- Populating field values based on a certain condition
- Making completed projects inactive
- Notifications of changed values (such as when forecasts are changed)
- Updating certain Project KPIs
- Workflow approvals
- and more
Generally, your PDWare representative will work with you on setting up Pulse Engine rules or notifications, though SQL-savvy customers can and do set up automations themselves.
To access Pulse Engine settings, to go the Pulse Engine tab in Administration (depicted in the image below).
To add a new Pulse Engine item, click the "+" button in the leftmost pane. You'll be prompted to enter the name and description. Then you can complete the information on the main panel as depicted in the screenshot below.
For writing queries, PDWare Professional Services can provide training on the ResourceFirst data model. Then you can enter a SQL query statement to define the selection and automation criteria. Required fields (in CAPS) are: USERID, EMAIL, MSG, and optionally CC.
You can make the item active (using the Active checkbox), have an email sent when the item is executed (using the Send Email checkbox), and specify the run interval timing. To have the notification sent to the Messages Center of the recipient (via the envelope icon in the top right of the ResourceFirst main icon row), click the "By Pulse Feed" checkbox. You can have messages sent via email, Pulse Feed, or both.
You can test your query using the Test Query button at the bottom of the main panel. Test emails generated will appear in the bottom pane.