xFanatical Foresight automates business workflows with predefined rules. You configure rules to instruct xFanatical Foresight how to automate tasks in what kinds of orders and conditions.

Create a rule in xFanatical Foresight from the Rules page
Create a rule in xFanatical Foresight from the Rules page

To create a rule in xFanatical Foresight, follow these steps. 

  1. Sign into xFanatical Foresight
  2. Go to the Rules page.
  3. Click New rule button .
  4. In the New rule dialog, select a trigger.
  5. Then configure the trigger. The configuration varies by the trigger type. 
  6. After the trigger is configured, click Next.
  7. Select an action.
  8. Configure the action. The configuration varies by the action type. 
  9. (Optional) Add more actions to the rule, as next actions or actions immediately after the trigger as a parallel flow. 
  10. Once the actions are configured, click Review.
  11. In Rule name, enter the new rule name.
  12. Click Create.

All rule creations follow the same way except the trigger and action configuration parts depend on your own use case.