Creating an Action in Rulebase

• To create an action, begin by clicking the 'Add Action' button. 
• You will then be able to select an Action (either 'Create' or 'Send'), followed by an Object. 
• If you select 'Create', the available objects will be:
  • Register - Risk
  • Register - Task

• Selecting either 'Risk' or 'Task' will open up an 'edit' button, allowing you to customise the record - should it be triggered by the Rule.

You can assign multiple actions to a single Rule.

• To add another action, click the 'Add Action' button again. 
  • If you select 'Send' as the action, 'Email' will be available within the 'Object' drop-down. You will be prompted to enter an 'Email subject' and 'Email Recipient'. 
  • Please note: Only one email address is allowed per action. If you require multiple email addresses, please add additional actions.
• Next, within the email body, enter the relevant text to be sent to the email recipient. 

• Before leaving the page, make sure to save your Rule by clicking the green 'Save' button located in the upper-right banner.
• The next article in this series can be found here: 3. How do I add a Rulebase Trigger?