User Guides

Automation Rules provides you the ability to automate your repetitive tasks.

For example, you have a Task Manager app and it has got two fields

1. Status – which shows the current status of the task like Open, In Progress, Closed
2. End Date – which shows the date when the task was completed.

You can define an automation rule to set End Date to today’s date when the Status is changed to Closed.

There are 3 types of Automation Rules you can define – User Based Rules, Record Based Rules and Time Based Rules.

Each Automation Rule can carry out one or more different type of actions depending on the type of the rule.