Create a Space Recommender rule
Define a space recommender rule using which the qualifying spaces must be calculated when a user raises a space assistance request using Workplace Service Portal. You must have Workplace Central plugin.
Before you begin
Ensure the following:
- Workplace Central plugin is installed.
- Workplace Case Management is installed.
- Workplace Core is installed.
Role required: sn_wsd_core.admin
About this task
Create space recommender rules and specify the type of rule based on which space results must be calculated. Rule types such as Condition, Advanced script, Ignore blocked spaces and Proximity are available to set for a rule.
Procedure
Navigate to All > Workplace Core > Administration > Space Recommender Rules.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Rule name | Name of the rule. |
| Rule type | Type of rule. Select any one of the following options:- Condition: Option to set the rule with conditions. You can select the table on which you want to set the conditions and add conditions that must be met in the rule. - Advanced script:Option to configure a script to run on the Space table. Ensure that the script returns a query on the Space table. - Ignore blocked spaces: Option to set the rule to ignore blocked spaces while recommending spaces. By default, the option is set to Ignore blocked spaces. - Proximity: Option to set the rule that the space must be of exact proximity with the specified Cost center or Department. You can specify the location level where you want to implement the proximity. |
| Active | Option to activate the rule. |
| Condition Note: This tab appears only if you select Condition in the Rule type field. | |
| Condition table | Table on which you want to run the conditions. |
| Conditions | Conditions that you want to run on the table. Select New criteria to add multiple conditions. |
| Script Note: This tab appears only if you select Advanced script in the Rule type field. | |
| Script | Script that you want to run on the Space table. The script will run on the table and return qualifying spaces. Ensure that the scripts returns a query on the Space table. |
| Proximity | |
| Proximity at | Select the location level where the proximity must be implemented. |
- Click Submit
Result
The Space recommender rule is created.
What to do next
Add space recommender rules to a space recommender rule set
- Configure a Space Recommender Rule set
Create a space recommender rule set consisting multiple rules. The rule set calculates the qualifying spaces when a user submits a space assistance request using the Workplace Service Portal. You must have Workplace Central plugin. - Add space recommender rules to a space recommender rule set
Add rules to a space recommender rule set based on which qualifying spaces must be calculated when a space assistance request is raised using the Workplace Service Portal. A rule set is a collection of rules.
Parent Topic:Managing workplace locations
Related topics
Add a building using Workplace Space Management
Add a floor using Workplace Space Management
Add an area using Workplace Space Management
Add a room using Workplace Space Management
Add a space using Workplace Space Management
Allocate a cost center, department, or workplace entity
Configure a workspace or desk as flexible or permanent
Update the measurement details of a workplace location
Change the status of a workplace location
Map a space type with BOMA type
Raise a space assistance request