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

Please choose the document type before setting the conditions.

Set selection based on a search filter:

Select when the action must be run, and choose records and/or timing conditions.

You may also use filters instead of choosing records. In order to create a new filter:

Go to your "Related Document Model" page and set the filter parameters in the "Search" view (Example of filter based on Leads/Opportunities: Creation Date "is equal to" 01/01/2012)
In this same "Search" view, select the menu "Save Current Filter", enter the name (Ex: Create the 01/01/2012) and add the option "Share with all users"

base.action.rule.tree base.action.rule base.action.rule.search 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.