1.11. How to use the rules and filters?¶
The Rules and Filters section allows you to prepare a scenario or a rule on how the platform behaves when something specific happens.
This is especially useful in situations where your company exchanges lots of envelopes, and not all of your users need to see all those notification emails. Using rules you can set up which envelopes trigger a notification sent to all users, and which notifications are only sent to a particular user.
Combining rules with filters allows users to filter which envelopes they see in the application.
1.11.1. How to set up a rule?¶
Go to Manage | Rules and click the green Add rule button.
In the window that opens, provide the name for this rule.
Click the When box and choose a trigger. For example, in the picture below, the user has chosen Envelope received, which means that this rule will be triggered every time this company receives a new envelope.
Click the Select action field and choose an action. Two possible actions are displayed below - send email to (specific email address) - or - Send email to all users in my company (which will send email notification for a newly received envelope to all CargoX Platform users in your company.
Click the Save rule button to save and activate the rule.
List of triggers and actions is being expanded.
1.11.2. How to set up a filter?¶
The filter functionality is coming in the near future!