User Guides

To edit an existing 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 depending on where your existing rule is :
  4. Click “Edit” against the rule which you want to edit :
  5. Change rule name and/or add/delete Conditions or Actions for the rule.
  6. Click “Save” to save your changes.