Reschedule Customers to a Facility
How to reschedule Customers to a Facility
September 12, 2021
HyperC lets you fix scheduling in place for your Customers to a Facility with your data from Caspio — no code required.
You have this ...
A list of Customers
with their parameters in Caspio
A list of Facilities
with parameters in Caspio
automatically do this!
reschedule to a Facility
Automatically make scheduling changes in Caspio table
Workflows with Customers
How rescheduling Customers to a Facility with Caspio Works
Step 1: Add Caspio as database connection.30 seconds
Step 2: Create a business rule to take Customers from Caspio and put to a Facility table in Caspio.10 minutes
- Create more rules as needed, like completing an order by an employee.
Step 3: Create a goal rule with a check that all required actions are completed (like all orders are satisfied).1 minute
Step 4: Click “Create a new Process” to connect your data from Caspio (and/or other sources) with rules you just wrote.15 seconds
That’s it! You just saved most of the management work and optimized the process!