Business Rules are a powerful and flexible way to automate the management of your content and metadata in Picturepark. With this release, we introduce schedules for Business Rules that enable you to trigger Business Rules at predefined date and time intervals. Previously, Business Rules could only be triggered by user activities such as a user importing or updating content.
Scheduled Business Rules open a new array of automation possibilities, for example:
- Informing teams such as sales e.g. every Monday about available new product literature.
- Hiding content that is nearing license expiry dates, and proactively informing the content owner.
- Publishing content to select stakeholders based on predefined schedules and other criteria.
- Archiving content by a predefined end-of-life date of e.g. your products.
- Tagging content “New” when it isn’t older than a few days, or as “For review” when it’s years old.
- Reminding content suppliers to complete their tagging, if not properly done after import.
- Sorting out content that needs a check e.g. when faces are detected without consent data.
To create a scheduled Business rule that e.g. “locks” content on the day of expiry and informs the owner of the content, you need to do the following:
- Create or reuse a Business rule that changes the content permission by adding a permission set which makes content only accessible to certain users. Use “Schedule” as a trigger point.
- Create or reuse a Notification based on an existing or a new email template, describing to the owner that content has expired and was consequently locked, so he might want to check this manually.
- Now, Create a Schedule by defining the time intervals of execution, a search string for querying all content items which are expiring (based on a corresponding expiry date field) and assigning the Business Rule (from step one) which should be executed each time the interval occurs.
- Test the Schedule by triggering it manually and applying it onto a test Content Item only (e.g. by filtering for that item for test purposes only).
The above Schedule could also be used to trigger other Business Rules at the same interval time. For instance, if the schedule is set to every day at 7 AM CET and you also wish to release certain content by then, this can be done by assigning another Business Rule to the same Schedule.
Additional options and best practises for creating Schedules, Business Rules and Notifications are made available with the updated Administration manual. Especially noteworthy are:
- The minimum accepted interval time is 15 minutes. The powerful cron job syntax is used for scheduling e.g. jobs to execute recurrently every hour, every Friday, first day of the month, and more.
- Schedules are executed at an approximate time. If you set a schedule to 07.00 AM CET then it will be executed exactly at this time but the Content Items might be changed with an offset, depending on the defined search query, the number of Content Items that need be processed and the general load on the system.
- If processing of the items takes a long time and overlaps with the next interval; then the execution of that next interval will be skipped. For instance, if you are using 15 minute intervals and the processing takes 20 minutes then the next execution will happen 30 minutes after the one that took longer. Filters should be used to narrow down Content Items for preventing overload and long processing times.