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Manage Rules

Apr 15, 2023

Add a rule

Let's get started by learning how to add a rule:

  • Go the Rules & Triggers tab in your flow 
  • Click Add Rule to start creating a rule
  • How to fill out the following fields:
    • *If this field : Select the field that you want to base an automated action off of 
    • *With this Condition : Select whether the field contents needs to match, be greater than, not exactly match, etc. the value you enter in the '*Is this value' box in order for the rule to move forward
    • *Is this value : Select or type out what the field answer needs to be to set the automated action off

  • Filling out 'Then' field

    • *Then the item: has the following options:
      • Ask - select this to Cancel, Delete, Complete, Duplicate Asks, or add the Ask to a Bundle
      • Ask+ - create a new Ask
      • Field - update field values 
      • Follower- add a follower to the Ask or Bundle
      • Note - add a note to a step
      • Step - reassign, complete, or skip a step
      • Step+ - add a new step
      • Webhook - send a webhook

 

There are two rules that are dependent on who created the rule. 

  1. A rule that creates a new Ask
    • For this rule, it's best that the rule creator is the person who will own the new Ask
    • The rule will also work if the rule creator is on the team that owns the flow.
  2. A rule that adds an Ask to a bundle 
    • For this rule, it's required that rule creator is also the owner of the Bundle.

 

Examples of Building Rules

Example action: Adding an Ask to a bundle

For this rule I'm going to automate adding Asks to a bundle so they can all be grouped together and I won't have to manually add them. Once again, as the rule was built the preview bar showed exactly what the rule will do once I create a new Ask.

There is a preview that will autofill as you create your rule. Make sure to double check the preview so you know the logic works!

 

The following video shows how to navigate to rules in your flow and what the setup looks like. This example is setting up a rule that assigns a step to Daniel because he is listed as the "Person Approving".

 

Edit, duplicate, view last updated and delete rule(s)

For any existing rules, hover over the rule to see options (icons on the right) for managing the rule:

  • Edit the rule
  • Duplicate the rule
  • View who last updated the rule
  • Delete the rule

Keyword search and filter

You can search for rules by using the keyword search near the upper right of the Rules & Triggers tab

Just type in a keyword and click the search icon to find rules with that keyword.

Need to filter for rules? Just click on the filter icon in the table column heading to filter by step or condition.

 

Next Steps

View How-To »