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...
Fri, 14 Oct, 2022 at 11:04 AM
Creating Rules
Navigate to:  Configuration -> Automation -> Automation Rules Fig 1 - Automation in Configuration Any existing Rules will be displayed in th...
Tue, 4 Jul, 2023 at 2:36 PM
On Creation Trigger
There are five options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed', '...
Mon, 10 Jul, 2023 at 2:45 PM
On Edit Trigger
There are five options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed', &...
Mon, 10 Jul, 2023 at 2:45 PM
All Tasks Completed Trigger
There are five options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed', '...
Mon, 10 Jul, 2023 at 2:45 PM
Budget Threshold Reached Trigger
There are five options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed', '...
Mon, 10 Jul, 2023 at 2:46 PM
Contract Value Change Trigger
There are five options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed', '...
Mon, 10 Jul, 2023 at 2:10 PM
Adding Lists 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 ...
Wed, 1 May, 2024 at 3:29 PM
Add Notification 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, 18 Jun, 2024 at 11:00 AM
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 launch the Ac...
Fri, 24 Nov, 2023 at 9:47 AM