Automations
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...
Fri, 14 Oct, 2022 at 11:04 AM
Navigate to: Configuration -> Automation -> Automation Rules Fig 1 - Automation in Configuration Any existing Rules will be displayed in th...
Fri, 9 Dec, 2022 at 12:51 PM
There are four options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed'...
Thu, 5 May, 2022 at 12:06 PM
There are four options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed&#x...
Thu, 5 May, 2022 at 12:12 PM
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 ...
Fri, 9 Dec, 2022 at 2:05 PM
There are four options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed'...
Thu, 5 May, 2022 at 12:09 PM
There are four options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed'...
Wed, 17 Aug, 2022 at 2:39 PM
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 Ac...
Wed, 16 Feb, 2022 at 3:46 PM
By default the Security Group of 'Everyone' will be assigned to all records created within intelligentcontract (under the assumption that every Us...
Wed, 16 Feb, 2022 at 4:29 PM
If you have Advanced Security activated in your account, you will see further options for you to add Security Groups to a record. In the Action Type Lis...
Wed, 16 Feb, 2022 at 3:45 PM