Foresight automates business workflows with predefined rules. You configure rules to instruct Foresight how to automate tasks.
To create a rule in Foresight, follow these steps.
- Sign into xFanatical Foresight
- Go to the Rules page.
- Click the button.
- In the popped New rule dialog, select a trigger.
- Then configure the trigger. The configuration varies by the trigger type.
- After the trigger is configured, click Next.
- Select an action.
- Configure the action. The configuration varies by the action type.
- (Optional) add more actions to the rule, as next actions or actions immediately after the trigger as a parallel flow.
- Once the actions are configured, click Review.
- In Rule name, name the new rule.
- Click Create.
All rule creations follow the same way except the trigger and action configuration parts depend on your own use case.