Creating Starting Rules

A workflow must be published before you can assign it a starting rule. A workflow must have a starting rule to be operational.

To create a starting rule

1. In the Rule Manager Pane, select a published workflow and click Add Rule. This will open the Rules Wizard.

   

Note: There is an alternate way to open the Rules Wizard. If you publish using the Publishing Wizard, you will be prompted to create a starting rule.  Selecting Yes opens the Rules Wizard.

2. In the opening screen, click Next.

   

   Tip: You can configure this wizard to always skip the opening screen.

3. On the Select Starting Event(s) screen, enter a name and description for the starting rule.

   

4. Next to Select Starting Event(s), select one or more starting events. Click Next.

   Note: Selecting multiple start conditions may cause more than one instance of the workflow to be run on the same entry.

5. Optional: On the Assign Starting Condition(s) screen, use the drop-down box in the top right corner to: 

   

   • Specify a connection profile: Only required if you want to assign a condition based on templates, fields, and/or tags.
   • Filter which templates, fields, and/or tags are displayed in the condition editor: To only display a specific template, select the template. To only display specific fields and/or tags, enter text to filter by.
6. Under Starting Condition(s), configure one or more conditions. Conditions are assigned through a series of nested menu options that start broad and become more specific. Click any underlined text for more options. You can create as many conditions as you want by clicking Add condition. More info on using the condition editor.
7. When you are done, click Publish to create your starting rule. You will see a notification as to whether the publication succeeded. Click Finish. Your workflow will be active in 30 seconds.