Creating a Rule

To be able to create a rule, the following objects must be created beforehand:

  • The needed activity types and activity type groups.

  1. In side navigation, click Activities.

  2. In the Activities view, click .

    3. The settings for activity configuration are displayed.

  3. Click Rules in the menu on the left side.

    4. The Activity Rules Configuration page is displayed.

  4. In bottom-left corner of the page, click Add a rule.

    A line is added to the table.

  5. In the Parent Group and Parent Type columns of the line, define the parent of the relation.

  6. In the Child Group and Child Type columns, define the child of the relation.

  7. In the Action column, click Save.

You have created the rule.