WorkSmart Platform
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Zero code, Unified Platform
📁
Files Manager
📈
Custom Database Apps
Create a Custom Database App
Columns
Views
Forms
Plug-ins
Relationships
User Permissions
Notification Settings
Automation Rules
Adding a new Rule
Edit a Rule
Deleting a Rule
User Based Rules
Record Based Rules
Time Based Rules
Periodic Rules
Rule Actions
Conditional Formatting
Operator Precedence
Workflow Process
Custom Workflows
Modifying Database App Details
Save As Template
Transferring Ownership of Database App
Exporting Data
Delete a Database App
Formula Functions
➡️ Spreadsheet To Smart Apps
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Kanban WorkFlows
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Reports Management
✔️ Smart Dashboards
📚
Sites Management
📖
Address Book
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Billing and Payment
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Portal Administration
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My Account/Profile
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Edit a Rule
  • To edit an existing Automation Rule, follow the steps mentioned below :
  1. 1.
    Select your Site and then an App.
  2. 2.
    Go to “App Settings” under “Settings” of your App :
    1. 1.
      From the left menu, go to either User Based Rules, Record Based Rules or Time Based Rules depending on where your existing rule is
    2. 2.
      Click “Edit” against the rule which you want to edit.
    3. 3.
      Change rule name and/or add/delete Conditions or Actions for the rule.
    4. 4.
      Click “Save” to save your changes.
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Adding a new Rule
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Deleting a Rule
Last modified 1yr ago
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