Once your Rule has been created, you can specify what Actions are to take place when the Rule is triggered. In the Action tab press [New] to launch the Action pop up.
Select Type. This will display all the current Actions available. Select 'Add Contract Document Lists', and the field to the right will update its label depending on the Type you have selected.
Fig 1 - Action Type
Once your Type of List has been selected, you can choose the specific Document List from the ones you have created.
Click in the field and a drop down will display with all your current Contract Document Lists. You can select more than one Contract Document List to apply. Select your chosen Contract Document List(s) and [Save].
Fig 2 - Selecting Action Lists
TIP: Click here for further information about how to create Lists
If you wish to trigger multiple Actions for your Rule, click the new button again and add a new Action. You can add as many different Actions as you wish.
Create all your Actions for your Rule (i.e. The below example applies to all Legal Type Contracts and will create specific Legal People Links, Alerts and Tasks when the Contract record is created).
Fig 3 - Automation Rule with Actions
Repeat until all your Rules and associated Actions have been created.
Note: People Link Actions must always be the first Action that the system generates. This is because Tasks and Alerts can be assigned to People and Roles. If you do not have People in place, the system will not know who to assign Tasks and Alerts to if Roles have been specified.
Either make the People list Action the first in the list of actions or make it the highest Priority so this Action is always created first.
When you create a new or edit an existing record that is within the Criteria of a Rule, the Actions will be automatically created when the record is [Saved]
A notification message will appear at the bottom of the screen informing you of the Rule that has been applied to the record.
Fig 4 - Automation Rules applying to a Contract Record