Setup Rules
Author: Zac Coggins
Updated: 2 years ago
Click on Settings
Click on System
Click on Rules
Click Add New to add a new rule
Click on 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 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 meet an "and" conditions as well as "or" conditions
Drag the action button 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 box into the Notifications area
Select the type of notification and the users to receive the notification from the list.
Click Save
