Automations

Add Basic Security Group Action
By default the Security Group of 'Everyone' will be assigned to all records created within intelligentcontract (under the assumption that every User...
Fri, 24 Nov, 2023 at 9:48 AM
Sub-Tab Security Group Action
If you have Advanced Security activated in your account, you will see further options for you to add Security Groups to a record. In the Action Type Lis...
Fri, 24 Nov, 2023 at 9:49 AM
Add Custom Security Groups field Action
Now your Rule has been created then you can specify what Actions are to take place when the Rule is triggered.  In the Action tab press [New] to launch the ...
Fri, 24 Nov, 2023 at 9:52 AM
Add Confidential Action
Now your Rule has been created then you can specify what Actions are to take place when the Rule is triggered.  In the Action tab press [New] to launch the ...
Fri, 24 Nov, 2023 at 9:52 AM