Automations

Overview of Automation
Premium Feature The Automation feature can be used in connection with Lists to allow you to set up Rules to automatically trigger the system to create c...
Wed, 23 Sep, 2020 at 2:45 PM
Creating Rules
Navigate to:  Configuration -> Automation -> Automation Rules Fig 1 - Automation in Configuration Any existing Rules will be displayed in the ...
Fri, 2 Oct, 2020 at 4:13 PM
On Creation Trigger
There are three options to trigger Rules and apply Actions using Automation 'On Creation', 'On Edit' and 'On all Tasks Completed&#x...
Wed, 23 Sep, 2020 at 2:58 PM
On Edit Trigger
There are three options to trigger Rules and apply Actions using Automation 'On Creation', 'On Edit' and 'On all Tasks Completed...
Wed, 23 Sep, 2020 at 2:59 PM
On Task Complete Trigger
There are three options to trigger Rules and apply Actions using Automation 'On Creation', 'On Edit' and 'On all Tasks Completed&#x...
Wed, 23 Sep, 2020 at 3:14 PM
Add Alert Action
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 t...
Tue, 29 Sep, 2020 at 2:42 PM
Add People Action
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 t...
Tue, 29 Sep, 2020 at 2:42 PM
Add Task Action
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...
Tue, 29 Sep, 2020 at 2:43 PM
Send All Tasks Complete Notification Action
You may have a number of Tasks assigned to either a Contract or a Party record, if you wish to have a notification sent to one or more Users when all of the...
Fri, 25 Sep, 2020 at 9:55 AM
Automation for Basic Security
By default the Security Group of 'Everyone' will be assigned to all records created within intelligentcontract - this is the assumption that every...
Wed, 23 Sep, 2020 at 3:11 PM