Custom Rules not Firing

Question

We have employees that work at more than one location, we would like them to be on the staff lists at those locations as well as their main location.

This is the solution I came up with, it might not be the best way to do this....

We have their main location setup as the Department field, but setup 4 additional fields using the CustomAttributeText fields They are AlternateLocationA, AlternateLocationB, AlternateLocationC and, AlternateLocationD

We have a separate rule for each Alternate Location and if it changes, add the user the appropriate group based on what the content of that field is.

Unfortunately, it is only firing on the Alternate Location A changed and not even touching the others, Here is a screenshot of the result. Jake was added to two locations, but only the first rules actions applied.

Here are a snippet of the rules... After Alternate Location A Changed...

After Alternate Location B Changed...

Answer 1

Hello,

This is the solution I came up with, it might not be the best way to do this

It is recommended to perform such actions after the update was made, not before it to make that the actions are performed on time. As such, your Business Rules should look like the following: Additionally, you might consider using a single Business Rule and a PowerShell script that will adjust group membership for the user accordingly. In this case, the rule will look like the following: If this approach meets your needs, please, provide us with all the possible details regarding the group membership update that should be performed when either of the alternative locations gets updated and we will provide you with the script.

Unfortunately, it is only firing on the Alternate Location A changed and not even touching the others

You need to make sure that the Activity Scopes of all the Business Rules triggering upon alternative locations update include all the users for who they should trigger. For information on how to check Business Rules effective for an object, have a look at the following help article: https://www.adaxes.com/help/?ManageBusinessRules.ViewBusinessRulesEffectiveForADObjects.html.

Comments

Please tell me there is an easy way to switch from a Before action to an After. I cannot find a way to do this, I also can't seem to find a way to copy an action block. This rule is currently about 100 lines per rule that will have to rewritten out and there is 4 of them.

I agree there is probably a better way to do this with Powershell, but want the framework down first before optimizing in this case.

Thanks,

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Ok I just figured out how to copy and paste action sets, phew.