How do I set up rules in AccuCampus?
This article explains how to create rules within AccuCampus. Rules are used to automatically trigger actions within the system. They can be used to send notifications, assign or auto-complete action items, add or remove tags, etc.
1. From the Main Sidebar, hover over Advanced Options.
2. Click on Settings.
3. Click on Rules.
4. Click on Create New.
5. Enter a unique and specific Name and Description for your rule.
6. Check Active. If this is left unchecked, the rule will not be used by the system.
7. Select a Trigger for the rule. The trigger tells the system when to apply the rule.
8a. Set the Conditions for the rule. This tells the system how to apply the rule.
8b. To add more than one condition, click the And or Or buttons and enter the next condition. To remove a condition, click the X button.
9. Click Add Action. The Action tells the system what to do when the trigger and conditions are met.
Warning: From this point forward, only click within the text boxes. Clicking anywhere else on the page will cause these dialogue boxes to close and all work within them will be lost.
10. Select an Action that will occur as a result of the trigger.
From here, please see the following articles based on the action you selected.
Send a notification: How do I set up automatic or triggered notifications in AccuCampus?
Email debug information: How do I set up e-mail debugging notifications in AccuCampus?
Stop execution: How do I set up a stop execution rule in AccuCampus?
Assign an action item: How do I set up automatic assignment of action items based on tags in AccuCampus?
Set action assignments as completed: How do I set action items to automatically complete within AccuCampus?
Adds or removes a tag:
Asks the user to rate something: How do I create a rule that prompts users to rate something in AccuCampus?