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, 3 Sep, 2021 at 4:16 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
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...
Thu, 12 Aug, 2021 at 3:19 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...
Thu, 12 Aug, 2021 at 3:20 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 la...
Thu, 12 Aug, 2021 at 3:20 PM
Add All Tasks Completed Action
There are three options to trigger Rules and apply Actions using Automation 'On Creation', 'On Edit' and 'On all Tasks Com...
Tue, 17 Aug, 2021 at 5:19 PM
Add Approval Action
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 laun...
Tue, 17 Aug, 2021 at 7:48 PM
Add Document 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 ...
Thu, 23 Sep, 2021 at 1:30 PM