Smart Rules

Smart Rules

Automate actions on documents based on simple event-action statements

About this course

  • Understand the purpose of a smart rule
  • Define smart rules
  • Explore core component smart rule definition
  • Learn how smart rule configuration management and enablement

Curriculum

  • Introduction (1 of 8)
  • Create Smart Rule (2 of 8)
  • Practice: Create Smart Rule (3 of 8)
  • Enable Smart Rule (4 of 8)
  • Assessment: Enable Smart Rule (5 of 8)
  • Test Smart Rule (6 of 8)
  • Schedule Sales Contract Report Delivery (7 of 8)
  • Conclusion (8 of 8)

About this course

  • Understand the purpose of a smart rule
  • Define smart rules
  • Explore core component smart rule definition
  • Learn how smart rule configuration management and enablement

Curriculum

  • Introduction (1 of 8)
  • Create Smart Rule (2 of 8)
  • Practice: Create Smart Rule (3 of 8)
  • Enable Smart Rule (4 of 8)
  • Assessment: Enable Smart Rule (5 of 8)
  • Test Smart Rule (6 of 8)
  • Schedule Sales Contract Report Delivery (7 of 8)
  • Conclusion (8 of 8)