• Workforce Connect Profile Manager Customer Administrator Guide
Create Rules
Create Rules

Create Rules

You own role must allow you to create rules.
  1. From the dashboard, click
    Rules
    .
    The
    Rules
     screen appears.
    Rules Screen
  2. Click
    Create Rule
    .
    The
    Create Rule
     dialog box appears.
    Create Rule Dialog Box
  3. Enter a name in the
    Name
     field.
  4. Enter a description in the
    Description
     field.
  5. Click
    Next
    .
    The
    Event
     screen appears.
    Create Rule — Event Screen
  6. Select options for
    User Actions
    ,
    Automation
    , and
    Location Events
    .
  7. Click
    Next
    .
    The
    Conditions
     screen appears.
    Create Rule - Conditions Screen
  8. Leave setting at
    AND
    , or select
    OR
    .
  9. To add a rule, click
    +Add Rule
    . Otherwise, to add a rule set click
    +Rule Set
    .
    If you enter invalid information, the system displays an error message.
  10. Select options from the
    Field
    ,
    Operator
    , and
    Value
     drop-downs.
  11. Click
    Next
    .
    The
    Actions
     screen appears.
    Create Rule - Actions Screen
  12. Select
    Actions
    .
  13. Select
    User
    .
  14. Click
    Create
    .
    The new rule is created.