Smart Suggestions Configuration
The Smart Suggestions Configuration (SUGGCONF) page is available in the Advantage Administration, Financial, Vendor Self Service, Performance Budgeting, and Human Resource Management applications. The Smart Suggestions Configuration page is where System Administrators define and manage automated smart suggestions for business objects. These configurations are maintained by System Administrators and allow them to specify when smart suggestions should be created and what information they should contain to guide users effectively.
The Smart Suggestions Configuration page consist of two main sections General Information and Suggestion Rules.
General InformationGeneral Information
|
Field |
Required? |
Description |
|---|---|---|
|
ID |
Required |
This field defaults to give each record a unique identifier. |
|
Business Object |
Required |
Validation will be applied to the provided business object. This is the Business Object Name in Performance Budgeting. This is the technical table name for all other Advantage products. Each business object can have only one configuration record. |
|
Page Code |
Optional |
The Target page code to which users will be directed when they click on a smart suggestion. When smart suggestions are generated for records on this business object based on the rules specified in the Suggestion Rules section, this field determines the page users will navigate to when they click the suggestion message, allowing them to view or edit the relevant record. |
|
Enabled |
Required |
Indicates whether smart suggestions are enabled for the specified business object. Only business objects with this flag set to Yes (checked) will generate smart suggestions. This field defaults to No (not checked) if not specified. |
|
User ID Field |
Optional |
The database field name on the selected business object that contains the User ID. This field is essential for linking smart suggestions to the appropriate users. The system uses this field to determine which users should see specific smart suggestions based on the data in the specified field. |
After saving the General Information, you can add smart suggestion rules by clicking the Insert icon in the Suggestion Rules section below. This allows you to define the specific conditions and messages for generating suggestions.
Suggestion RulesSuggestion Rules
|
Field |
Required? |
Description |
|---|---|---|
|
Rule ID |
Required |
Hidden. This field defaults to give each record a unique identifier. |
|
Rule Name |
Required |
A descriptive name for the suggestion rule. This helps administrators identify and manage rules. |
|
Description |
Optional |
A lengthy description to record any additional details about the purpose or intent of the rule. |
|
Active |
Required |
Indicates whether the rule is active. Only rules marked as active will be evaluated for generating smart suggestions. This field defaults to No. |
|
Priority |
Required |
Defines the display order of smart suggestions when multiple smart suggestions are generated. Smart Suggestions with lower priority numbers are displayed higher in the list. If two rules have identical priorities, the one created first takes precedence. This field defaults to 999. |
|
Display Fields |
Optional |
A comma-separated list of database field names on the selected business object that will be displayed beneath the smart suggestion message to provide additional context. These fields are shown with their respective captions along with their values from the business object record. It is recommended to specify 2 or 3 field names for optimal display. |
|
Validation |
Required |
Defines the expression or condition that must be evaluated to determine whether a smart suggestion should be created. The expression used should be evaluated as true or false. When the expression evaluates as true, a smart suggestion is generated for the record. |
|
Message |
Required |
The message text that will be displayed to users when the smart suggestion is generated. This field supports dynamic placeholders in the format <Field Name>, which will be replaced with the actual values from the business object record when the smart suggestion is created. |
Refer to the following topics for additional information: