Create a Rule
  • 14 Apr 2022
  • 1 Minute To Read
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Create a Rule

  • PDF

REQUIRED USER ROLE
Administrator

Before you create a Rule, it's imperative that you understand the following:

When you are confident that you have a good understanding of Rules, you are ready to create new Rules.

  1. Click the menu icon on the top left corner of the screen.
  2. Click Settings.
  3. Under the Orchestration category, click Rules. The Rules page will list all the Rules that have been created active or not.
  4. On the top right of the page, click Create Rule.
  5. From the Add Rule page, enter the following information: Sample Rule - Automatically send a reply to a new SMS if the body contains "order" or "status."
    • Rule Name. Enter a name that allows you to identify the function of the Rule quickly. This is the same name that appears on the Rules settings page.
    • Select the desired Trigger.
    • Under Conditions, click + Add Condition and select the desired Condition.
    • Under Actions, click + Add Action and select the desired Action.
    • Click the same + Add buttons to add more Conditions or Actions. If you change your mind, select the trash icon to the right to delete a Condition or Action.
    • If you don’t want the Rule to be active when created, click the Active toggle switch to deactivate it. You can return to this screen to activate it later.
    • If you want to discard the Rule without saving, click X on the top right corner of the screen, or click Cancel on the bottom right corner of the page.
  6. Click Save.
Tip - Sort Order of newly created Rules

New Rules are initially given the lowest priority. If you currently have 30 Rules and you create a new Rule, the new Rule will have 31 as the Sort Order value. You can edit the Sort Order number anytime by editing the Rule. Existing Rules can be quickly sorted by dragging and dropping a Rule up or down the list. The Rule on top of the Rules page is always 1 in the sort order.



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