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How to create rules

Rules show additional fields for users to complete based on their responses to prior fields in your submission form

00:00: This tutorial explains how to create rules in Ideawake.

00:04: Click the "Edit" button to begin.

00:06: Click on "Edit Settings" from the drop down menu

00:09: Locate the rules section on the pop-up that appears.

00:13: Click on the "Create Rule" button to open the rule creation interface.

00:17: The rule builder pop-up will appear.

00:19: Insert the correct information to create additional fields on your form

00:23: based on response type in the fields highlighted below.

00:27: Click the 'create rule' button when finished.

00:30: Your new rule will appear on the submission form pop-up.

00:35: Be sure to click the 'save changes button' when you are finished

00:39: You have successfully configured a custom rule in Ideawake to automate idea

00:43: management based on organizational areas. This setup helps streamline workflows by

00:48: assigning owners and conditions automatically. For further

00:51: customization, explore additional rule options or consult Ideawake support resources.

*Note: You must be an administrator or moderator to perform this action

 

00:00: This tutorial guides you on how to create a rule