Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

How to add a business rule action

To add a business rule action:

1.Press the [Add action] button in the [THEN] condition block. Select the corresponding action type from the drop-down list (Fig. 1).

Fig. 1 Selecting an action for the business rule

scr_section_wizard_rules_designer_action.png 

2.Select the field name to which the action will be applied (Fig. 2).

Fig. 2 The name of the field to which the action will be applied

scr_section_wizard_rules_designer_action_field.png 

Note

For the [Add field valued filter] action, specify the field whose values will be filtered and a column to filter values by. The field to filter values by (right side of the condition) is configured only by values compatible with values of the field in which the filtration is performed (left side of the condition).

3.Apply and save business rule, and refresh the section page in the browser for the changes to take effect.

See also

How to add a condition for executing a business rule

Business rule edit page

 

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