Creating Rules

  • To create new rules, click on the green button "+ New Rule":

  • On the new screen that opens, assign a name to the rule:

  • Enter a description that helps memorize the function of rule created:

  • Choose the type of rule. AND rules require one or more actions together in order to be enabled, while OR rules require that only one of the conditions be met for them to come into effect:

  • Choose the action to be taken by the system as you activate the newly created rule:

  • After you configure the data, click "continue":

  • The next screen is where we define the conditions of our rule according to the Type  (and/or) that we have established:

  • After selecting the first parameter, proceed with the others that make up the rule:

  • Click on the "+" button to add another condition:

  • Add the final condition:

  • If you want to add another condition, click on the "+" button as shown below:

  • If you wish to remove any condition, click on the button indicated below:

  • If you do not want to add any other condition to the rule, click on "Activate rule":

  • You can check on the created and active rules at: