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 see the 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

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]

Once the Lists you require are selected press [Save] the Action will now be added to you Rule.

Adding Lists to linked Party's or Contracts

There are two List Actions available if your Automation Rule refers to an entity that can be linked to another entity. i.e. Party Document, Contract Document, Party KPI or Contract Asset etc.

  • Add List to Party
  • Add Lists to Contract

These Actions allow you to add Lists to the Parent entity of a record, this can either be a Task or an Alert action.

For this example we are going to create a new rule to trigger when a new KPI is created.  The Action will be to add a Task to the parent entity referenced in the new KPI record.

First we create an Automation Rule to trigger when a new KPI is created.

Fig 4 - KPI create rule

In the Action Type we select 'Add List to Party' and then select the required List, in this case a Task list.

Fig 5 - Add Lists to Party Type

The automation and Action is now saved.

Fig 6 - Automation rule and Action saved

We now create a new KPI and assign 'Wrenko Construction Supplies' as its associated Party.

Fig 7 - KPI creation

If we look at the Party record 'Wrenko Construction Supplies' we can see that a new Task has been created against it as per the Automation rule.

Fig 8 - Task created via Automation Rule