Creating a workflow rule

1. Click <My Profile> | Administration | Advanced Customization | Workflow.
2. Click the workflow to which you want to add the rule.
3. Click New Rule.
4. To clone an existing rule, ensure the rule is available for cloning. For more information, see Making a workflow rule available for cloning.
   1. Select the rule from Clone an existing rule.
   2. If you want to use the rule actions, select Yes from Choose to clone the actions associated with the Rule.
   3. Enter a Rule Name.
   4. Select Rule Enabled.
   5. Click Save.
5. To create a completely new rule, complete the Workflow rule fields and click Save. Ensure the rule is enabled.
   If all workflow actions in your rule are marked as hidden, the rule moves to the next state without displaying the tracking notes option.
6. To add actions to the rule, click the rule in the Available Rules palette. If you add actions to a workflow rule that uses a .NET DLL or ASP page, the actions are not executed. The .NET method or ASP page is executed instead.
   1. Scroll to the end of the screen and click New.
   2. Click the action you want to add. Not all workflow actions are compatible with each workflow rule. For a list of actions that work with each rule type, see Workflow actions.
   3. Complete the action fields. For more information, see the relevant action in Workflow actions.
   4. Click Save. The action is listed in the Workflow Actions for this Rule table.
7. Click Save to return to the workflow tree and add the rule to a workflow. For more information, see Adding states and rules to a workflow.