User Guides

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  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 located next to action
  8. Click “Save” to save your new rule.