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Define Actions

To define Rule actions:

  1. Open the Rule Sets view.

  2. Select a Rule Set in the Rule Set Entries panel.

  3. Select the Rules tab.  

  4. Click the name of a Rule to view its properties. To refresh the list of rules, click the Rule Name column heading. The properties of the rule appear.

  5. Click the Actions tab.

  6. Click Add () to create a new action for this rule. Type a name for the new action. Then click OK. The action is added to the list of actions in the view.

  7. Choose the general type of work to be performed by this action from the Action Types list. The options below this setting change, depending upon which Action Type is selected.  See Action Types for details.

  8. Configure details appropriately for the action type selected.  See Action Types for details.

  9. Click Save ().

  10. Repeat steps 8-11 to add additional actions to the rule, if desired.  Remember, actions are performed only when a rule evaluates to True. 

Related Topics

Add a Rule

Action Types