To add a new Automation Rule, follow the steps mentioned below :
- Select your Site and then an App.
- Go to “App Settings” under “Settings” of your App :
- From the left menu, go to either User Based Rules, Record Based Rules or Time Based Rules :
- Click “New Rule” to add a new rule :
- Add rule name and define Conditions & Actions for the rule :
- Add/Remove Condition :
- To add new Condition, click “New Condition” button in Conditions section
- To remove a Condition, click delete icon located next to condition
- Add/Remove Action :
- To add new Action, click “New Action” button in Actions section
- To remove an Action, click delete icon located next to action
- Click “Save” to save your new rule.