Follow these steps to set up a smart activity rule:
1. Click the
More displayed in the top right corner of the
Actions dashboard.
2. Select
Configuration.
3. Click the
Activity Alerts tab.
4. Click the
+Add Rule displayed on the top right corner of the
Alert Configuration page.
5. Enter the
Alert Message.
6. Select a module from the
Module drop-down.
7. Click
Add Condition. Conditions define the criteria based on which alerts must be displayed.
8. Fill in the following details to set up conditions:
a. Select Field: Field on which conditions are specified.
b. Choose List Conditions: Conditions to be met to activate an alert.
c. Enter value: Execute the alert if the field value equals the value specified here.
9. Select one or more channels to receive alerts by ticking the
Alert channels checkbox.
10. Click
Save.