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...
Wed, 23 Sep, 2020 at 2:45 PM
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
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
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
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
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
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
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
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
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