Workflow

Add Actions to a rule

To add a new action to a workflow rule, either open a new rule (click
Add
 >
New rule
) or select a rule to edit from the workflow list. The rule builder is displayed.
The rule builder consists of three tabs,
Details
,
Triggers
 and
Actions
.

Adding actions

The Action tab
The
Actions
 tab is the last step to define when creating a rule.
Use the drop-down menu to select the actions that are triggered once the defined conditions are met. You can define up to ten actions per rule.
Select an Action
Many different actions are available.
The actions in the list change, and are appropriate for the Trigger defined for the rule.
  • For more information on
    adding events
    , click here
  • For more information on
    adding folders
    , click here
  • For more information on
    adding iSheet records
    , click here
  • For more information on
    adding tasks
    , click here
  • For information on
    changing a task assignee
    , click here
  • For more information on
    moving, copying
     or
    deleting files
    , click here
  • For more information on
    generating documents
    , click here
  • For more information on
    approving a document
    , click here
  • For more information on
    sending emails
    , click here
  • For information on
    updating choices and dates in iSheet columns
    , click here
  • For information on
    updating file attachment metadata
    , click here

Save your rule

Once you have added all of your triggers and actions, select
Save
. Your rules will be saved and you will be redirected to the rules screen, listing your new rules.
In this screen, you can view the name, status and last modified date and time of your rule, and also who modified it.
Additionally, you have access to the
More actions
 menu.
The options are as follows:
  • Edit
     - allows you to edit your rules
  • Activate
     - this lets you activate your rules and changes the status from draft to active. If you click more actions on an active rule, the option available will be Disable, which enables you to disable your rules
  • Delete
     - Here, you can delete your rules.
Activating your rules
Once you have created your rules, they must be activated if you want them to trigger. Click
More actions
 >
Activate
 to do so. If you activate rules but your workflow is not active, you will receive a warning message.