The Move file, Copy file or Delete file actions automatically manage the file that triggered the rule.
File management actions are available for File and File metadata iSheet triggers.
Move file
If you select Move file as your action, the following fields are displayed:
Each field is described below:
- Move to - Click Choose... to select a folder. When this action is triggered, the file will be moved to the selected folder.
Copy file
If you select Copy file as your action, the following fields are displayed:
Each field is described below:
- Copy to - Click Choose... to select a folder. When this action is triggered, the file will be copied to the selected folder.
Delete file
If you select Delete file as your action, the following window is displayed:
When this action is triggered, the file will be deleted (moved to the recycle bin).
Add actions or save
Click Add action to trigger multiple actions, such as adding a task or sending an email.
Click Save to save your actions.
Save and activate
When you save your rule, it is saved and you are redirected to the rules screen:
In this screen, you can view the name, status and last modified date and time of your rule, and also who modified it.
Additionally, you have access to the More actions menu:
The options are as follows:
- Edit - allows you to edit the rule
- Activate - lets you activate your rules and changes the status from Draft to Active. If you click More actions on an active rule, you can instead Disable the rule
- Delete - allows you to permanently delete the rule
Activating your rules
Once you have created your rules, they must be activated if you want them to trigger. Click More actions > Activate to do so. If you activate rules but your workflow is not active, you will receive a warning message.
