Setup Rules

This guide offers a step-by-step process to set up rules, automate tasks, and customize workflows, helping improve productivity and ensure timely notifications.

Select "Settings".

Select "System".

Select "Rules".

Select "Add New" to add a new rule.

Select "Edit" to edit an existing rule.

Enter a name for the rule.

Add a description of the rule.

Select an event from the list that will trigger the rule.

Add a priority for the rule as they will process in priority order (#1 being the highest priority).

Drag a "Condition Field" into the conditions area.

Select a field from the list.

Choose whether the field is "one of" or "not one of" from the list.

Select the options that you wish to include in the condition. You can select multiple options.

You can add multiple conditions.

You can select whether you want multiple conditions to be met an "and" conditions as well as "or" conditions.

Drag the "Action Field" into the action area.

Select an "Action" from the list.

Select the options that meet the desired action from the list.

You can add multiple actions to a rule.

Drag a "Notification" into the notifications area.

Select the type of notification and the users to receive the notification from the list.

Select "Save".