If you have "standard" projects that you know you're always taking, you can instruct BeLazy to automatically approve these and create them in your business management system. You can set up automatic approval and automatic rejection for projects that come from a given connection and comply with certain rules.
In order to set up the rules, in the profile menu click on Set up auto-approve rules. Click on Add rule. Select the connection - this will be your list of connections -, and give the rule a name and a description (optional): for example, "Small EN-PT projects 24h+".
Click on Edit, and select a condition such as languages, weighted quantity, specialization or deadline. Then select an operator (e.g. contains, =, starts with), and enter the value. You will find that values here are not pre-populated. You have to add them yourself, and once the value has been entered, it needs to be added to the list (click the + button or press enter) and then selected.
Regarding deadline, you can choose More than or Within, and enter the time as follows:
- 1h 30m - means one hour, thirty minutes
- 1d - means one day
- 30s - means thirty seconds
- 1d 12h - means one day, twelve hours
If there are no pre-populated values, what to add?
First, check your non-automated connection, and look for projects you want to automate. Copy out the values that are displayed by BeLazy in the Approvals pending list. The auto-approval functionality works with the data of the original connection, not with your mapping set up for the business management system during the automation setup. In the auto-approval configuration, you need to use the same values as the ones appearing in the list.
ANDs and ORs and execution order
The auto-approve rules are executed in the same order as they appear on the screen. Auto-approve rules relating to the same connection must be evaluated one after the other. For example, to accept every project but the ones that are in a certain language, you would create two rules: the first one specifying the language, with the result of "Ignore", and a second one, "If: Always" -> "Approve". The first rule will ignore all those opportunities that are in this language, and processing stops for those opportunities. The other opportunities that do not meet the language criteria go on, and are approved.
Within one set of rules, every line is an AND operation. However, if you select the "=" condition, you can enter more than one value, and those are evaluated with an OR. The following condition means that the target language of the project must include either EN, FR, or LT. For example, a project with 4 target languages RO, FR, ES, JP will match on this rule, because these four languages include (at least) one from the rule: FR.
