With automations you can trigger actions automatically on certain events – for example sending an e-mail, highlighting a file, or assigning it to a user or group. A typical trigger is moving a file from one tray to another.
1. Open the rules
Open the project settings via the gear icon and click Rules under Automation on the left. Create a new rule with Create Rule at the top right.
2. Define the rule
In the rule wizard, set the trigger under When (title, source column) and the action to run under Then. Save the rule – it then appears in the list and can be edited or deactivated at any time.
