Adding a new Rule

To add a new Automation Rule, follow the steps mentioned below :

  1. Select your Site and then an App.

  2. Go to “App Settings” under “Settings” of your App

  3. From the left menu, go to either User Based Rules, Record Based Rules or Time Based Rules :

  4. Click “New Rule” to add a new rule :

  5. Add rule name and define Conditions & Actions for the rule :

  6. Add/Remove Condition :

    1. To add new Condition, click “New Condition” button in Conditions section

    2. To remove a Condition, click delete icon “x” located next to condition

  7. Add/Remove Action :

    1. To add new Action, click “New Action” button in Actions section

    2. To remove an Action, click delete icon “x” located next to action

  8. Click “Save” to save your new rule.

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