Assigning WorkFlows via Custom Rules
Purpose: To automatically assign workflows using the Custom Rules feature.
Prerequisites: Novo intial software settings, Module Configuration, Workflow Configuration, List of conditions and actions for custom rule.
Steps:
- Go to Admin Knowledge Base > Custom Rules or Admin Requests > Custom Rules.
- Click Add New Custom Rule.
- Enter a name for the rule being added.
- Select an event and condition for the rule.
Note: Please see the Custom Rules article for more information on how to set Rule operators. - In the Action drop-down box, select Add WorkFlow.
- Choose a WorkFlow from a neighboring drop-down on the right.
- Click Save.
See the related Articles for more information on creating Custom Rules.
Related Articles
Create Custom Rules for the Novo Knowledge Base
Using Custom Rules for Novo Requests