Create a Workflow Rule - Overview

To create a workflow rule, perform the following steps.

To create a Workflow Rule:

1.

Click to create a new Workflow Rule.

2.

Enter the Rule name and click Choose Rule Trigger. For details, see Rule Triggers.

3.

Select the channel and trigger from the drop-down lists and click Save. An Add Action icon will appear. For an example, see Patch Rule Actions.

4.

Select the action to be taken from the drop-down list when the rule is triggered and click Save. Add any additional actions required and save the rule.

5.

Select the appropriate rule Notification. If you choose to send an email or SMS, you can select multiple users or broadcast groups for the email or SMS notification by clicking the appropriate user names or broadcast groups. A check mark will appear next to the selected users or broadcast groups. The selected user names will appear in the Users field; the selected broadcast groups will appear in the Broadcast to Groups field. For details, see Notification Actions.

6.

Click Edit to change and to Enable or Disable a rule.