You can create rules for a folder within the Digital Workspace.
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Right click a folder in the Digital Workspace and select Manage rules.
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Click the Create rule button.
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Enter a name and a description for the rule.
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Select when the rule will be triggered:
- Items are created or enter this folder: The rule will be applied to content that gets added to the folder. This includes any item that is copied to, created in, or uploaded to the folder.
- Items are updated: When an item in this folder is modified, the rule will be applied to it.
- Items are deleted or leave this folder: The rule will be applied to content that is moved out of the folder or deleted.
Note
A rule can have more than one trigger.
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Select if the rule will be applied using If, NOT If, or both. You can also add a condition group.
Here are some examples of conditions that you could apply to trigger a rule:
- The rule is applied if the record title contains the word 'urgent' (If).
- The rule is applied if the record title does not contain the word 'urgent' (NOT If).
- The rule is applied if the record title contains the word 'urgent', unless the record was created before a specified date (If and NOT If).
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Select criteria for which content the rule will apply to.
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Select the actions performed when the conditions are met, and any other sub action required for that specific action.
For example, if you select Move, you must also enter a location in the Destination folder field.
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Select additional options:
- Run rule in background: Lets you continue working while the rule is running. You can also select an action to run if there's a problem with the rule.
- Rule applies to subfolders: Apply the rule to this folder and all its subfolders.
- Disable rule: Switch off the rule.
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Click Create to save the rule.
The folder rule created will immediately start managing your content.