PLATFORM WORKFLOW
Task Description: Create a folder in Rules
Objective: To show Organization Admins and Users how to create a folder in the Rules module
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 begin on the Dashboard.
Step 4
Click on the Automation tab on the Module Menu Panel and select the Rules sub-tab.
Step 5
On the Rules page, click the Add New Folder button located at the top-right corner of the page.
Step 6
In the Add New Folder dialog box, enter a name for the folder, then click the Save button.
Step 7
The new folder will appear at the top of the list. To the right of the Rule folder, you will see a pencil icon and a trash can icon. Click the pencil icon to rename the folder or click the trash can icon to delete the folder. When deleting a folder, a confirmation dialog box will appear. Follow the instructions to confirm deletion.
NOTE: If the folder contains rules, those rules will not be deleted. Instead, they will be moved outside the folder.
Step 8
To move a rule into a folder, locate the rule and click the kebab icon to the right of it. Then select the Move to Folder option from the menu.
Step 9
In the Move to Folder dialog box, select the desired folder from the dropdown and click Save.
Step 10
To remove a rule from a folder, locate the rule within the folder and click the kebab icon to the right of it. Then select the Remove From Folder option from the menu. 