base.action.rule.form base.action.rule

Select a filter or a timer as condition.
To create a new filter,
- Go to your Model's page and set the filter parameters in the "Search" view
- In this same "Search" view, select the menu "Save Current Filter", enter the name and add the option "Share with all users"
The filter must therefore be available in this page.

base.action.rule.tree base.action.rule Automated Actions base.action.rule form tree,form

Click to setup a new automated action rule.

Use automated actions to automatically trigger actions for various screens. Example: a lead created by a specific user may be automatically set to a specific sales team, or an opportunity which still has status pending after 14 days might trigger an automatic reminder email.