Now your Rule has been created then 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 Lists' and the field to the right will update its label based on the Type you have selected.
Fig 1 - List selection
The List field drop down will display all the Lists that have been created in your account, you can add more than one List at a time to an Action.
You can use the magnifying glass icon next to the drop down list to open up the Find screen, this will show all the Lists in more detail and allow you to view the actual Templates associated to the List.
Use the checkbox next to each List to select and then press [OK] your selections will now be populated in the field.
Fig 2 - List Find screen
Once the List you require are selected press [Save] the Action will now be added to you Rule.
If you are creating a Rule for a Contract Document or Contract Amendment then you will be offered an additional Type called 'Add Lists to Contract' along with the existing 'Add Lists' option.
Fig 3 - Add Lists to Contract option
This additional option is displayed because there are certain Lists that cannot be applied to the Contract Document or Contract Amendment record, but they can apply to the Contract they are linked to.
You cannot add for example, a Task to a Document or Amendment record, but you can add a Task to a Contract record if required.
So you could have a rule stating that if a Contract Amendment is created then add a Task to the Linked Contract.
You will still see the 'Add List' option because you are able to add Alert Lists directly to a Contract Document or Contract Amendment record.
Multiple Actions
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, the below example applies to all Fixed Type Contracts and will create specific Contract People, Alerts, Documents, Tasks, set Security and add a Notification when the Contract record is created.
Fig 3 - Automation Rule with multiple Actions
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]