PLATFORM WORKFLOW
Task Description: Create a Rule
Objective: To show Organization Admins permission level and Users how to create a rule
Organization: All
System Permission Level: System Admin/User and Organization Admin/User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password, then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will start on the Dashboard.
Step 4
Click the Automation tab in the Module Menu Panel and select the Rules sub-tab.
Step 5
On the Rules page, click the Add New Rule button located at the top-right corner of the page.
Step 6
In the Add New Rule dialog box, enter a name for the rule and optionally select a folder to store the new rule. Then, click the Save button to proceed to the rule configuration page.
NOTE: To create a folder to organize your rules, refer to the Create a Folder in Rules guide.
Step 7
Next, you will be taken to the Rule Configuration screen. On the left side is the Condition field. This is where you choose the condition that must be met to trigger the action.
NOTE: If you need a breakdown of the Conditions, refer to the Understanding Conditions and Actions guide.
Step 8
On the right side is the Action field. This is where you define what will happen when the condition field is met. Click the blue Add Action button, and an action field like the one below will appear. Select your desired action from the dropdown menu.
NOTE: If you need a breakdown of the Actions, refer to the Understanding Conditions and Actions guide.
Step 9
Once the rule is configured, use the dropdown next to the Save button to change the status from Draft to Active.
NOTE: If the rule remains in Draft, it will be inactive and will not trigger when the condition is met.
Step 10
Finally, click the Save button to save the rule.
Step 11
If a folder was selected during rule creation, the rule will appear in the selected folder. If no folder was selected, the new rule will appear below all your folders on the Rules overview page.
Step 12
To move the rule to a folder, click the kebab icon (three vertical dots) next to the rule and select Move to Folder from the menu. A dialog box will appear where you can select a folder from the dropdown menu.
Step 13
To edit the rule, click the pencil icon next to the rule. This will take you to the Rule Configuration screen.
Step 14
To delete a rule, click the trash can icon next to the rule. A confirmation dialog box will appear. Follow the instructions to complete the deletion.
