Creating a Rule
Prerequisites
To be able to create a rule, the following objects must be created beforehand:
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The needed activity
Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales. types and activity type A template for activities that defines what attributes are available and required, and what workflows are associated with the activity. groups.
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In side navigation, click Activities.
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In the Activities view, click
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Click Rules in the menu on the left side.
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In bottom-left corner of the page, click Add a rule.
A line is added to the table.
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In the Parent Group and Parent Type columns of the line, define the parent of the relation.
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In the Child Group and Child Type columns, define the child of the relation.
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In the Action column, click Save.
The settings for activity configuration are displayed.
The Activity Rules Configuration page is displayed.
You have created the rule.