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| 1000_quick_tour:1200 [2026/08/13 00:53] – ↷ Links adapted because of a move operation localdev | 1000_quick_tour:1200 [2026/08/13 03:09] (current) – external edit 127.0.0.1 |
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| The left-side panel of the Configuration Tool shows the configuration elements tree (see the "[[docs:2500_config_apps:0100_overview|Configuration Tool Overview]]" section. The tree shows the default business space with the name you specified and the two business space versions (1.0 and 1.1). Version 1.1 one is ready to be modified. We will be doing our configuration in this version – this will include configuration of the application details, testing the application and making it operational (see the "[[2000_concepts:1000_config_proc:0100_bsv_version_control|Business Space Versions and Version Control]]" section for details on working with business space versions). | The left-side panel of the Configuration Tool shows the configuration elements tree (see the "[[:2500_config_apps#overview_of_the_configuration_tool|Configuration Tool Overview]]" section. The tree shows the default business space with the name you specified and the two business space versions (1.0 and 1.1). Version 1.1 one is ready to be modified. We will be doing our configuration in this version – this will include configuration of the application details, testing the application and making it operational (see the "[[2000_concepts:1000_config_proc:0100_bsv_version_control|Business Space Versions and Version Control]]" section for details on working with business space versions). |
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| ===== Customer management ===== | ===== Customer management ===== |
| To configure this process select the "Processes" item in the tree under version 1.1 and choose the "New" command from the application toolbar. The process editor appears in the working area. Enter 'CongratulateBirthdayCustomers' as the process name in the list of process properties and click on the icon to add a new rule. Enter the name of the new rule and then enter the two lines above into the light yellow-colored cells in column Action 1 on the right as actions for Rule 1 and Rule 2 respectively. Note that both rules have no conditions. Click on the "Save" button to save the process. | To configure this process select the "Processes" item in the tree under version 1.1 and choose the "New" command from the application toolbar. The process editor appears in the working area. Enter 'CongratulateBirthdayCustomers' as the process name in the list of process properties and click on the icon to add a new rule. Enter the name of the new rule and then enter the two lines above into the light yellow-colored cells in column Action 1 on the right as actions for Rule 1 and Rule 2 respectively. Note that both rules have no conditions. Click on the "Save" button to save the process. |
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| The last element we need to configure is a scheduling rule instructing //**AwareIM**// to start our process on a daily basis, say at 7 o'clock in the morning (see the "[[docs:2500_config_apps:2100_scheduling|Scheduling]]" section for details on how the scheduling works). Click on the "Scheduling" item in the tree under version 1.1 and choose the "New" command from the application toolbar. The scheduling rule editor comes up. Click on the icon to enter a new rule and enter 'Greet customers' as the rule name. The entry for the rule will appear in the list. Select the 'Daily' radio button in the 'Recurrence pattern' section of the rule editor, select the ''CongratulateBirthdayCustomers'' process in the "Actions" section and enter 07:00 as the start time. Click on the "Save" button to save the scheduling rule. | The last element we need to configure is a scheduling rule instructing //**AwareIM**// to start our process on a daily basis, say at 7 o'clock in the morning (see the "[[2500_config_apps:2100_scheduling|Scheduling]]" section for details on how the scheduling works). Click on the "Scheduling" item in the tree under version 1.1 and choose the "New" command from the application toolbar. The scheduling rule editor comes up. Click on the icon to enter a new rule and enter 'Greet customers' as the rule name. The entry for the rule will appear in the list. Select the 'Daily' radio button in the 'Recurrence pattern' section of the rule editor, select the ''CongratulateBirthdayCustomers'' process in the "Actions" section and enter 07:00 as the start time. Click on the "Save" button to save the scheduling rule. |
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| The configuration work for our application is done. | The configuration work for our application is done. |