Life cycle rules enables administrators to define events that can be triggered based on a time interval or based on time and matching criteria evaluated against an entity/procedure/task
There can be more than one life cycle rule for a task.
For example there is call task form having primary diposition as interested, callback and not interested. We can define the actions for these dispositions as if the agent selects disposition as interested the message will be sent to the customer or if callback is selected then we can add the datetime to when to reschedule it or the if not interested the leads will be closed through the LCR actions.
On Chakra there are two types of task LCR :
To create a LCR for a task form the below steps needs to be followed:
MEETING_RESCHEDULEDif the user selects the primary disposition as
Rescheduledthen we will create a rule in Post Task Creation
process:update-using-ruleand click on save
You can activate the LCR by clicking on the Activate button given on the right side of the LCR screen