Create a content rule to automatically perform actions
on content items within the space that meet certain
conditions.
-
Navigate to the space where you want to create a content
rule.
The space header displays the name and details of the selected space.
- In the More Actions menu, click Manage Content Rules.
- On the Content Rules page, click Create Rule.
-
In Step One, Select Conditions, select a condition in the
Select Condition list and click Set
Values and Add.
If you select All Items, click Add to List.
- Depending on your selection, the Set condition values pane may appear. On this pane, set the desired conditions and click OK.
- Add as many conditions as needed and then click Next to proceed.
- In Step Two, Select Actions, select an action in the Select Action list and click Set Values and Add.
- For most selections, the Set action values pane will appear. On this pane, set the desired action values and click OK.
- Add as many actions as needed and then click Next to proceed.
-
In Step Three, Enter Details, provide information about the rule
you are creating and click Next. Select one of
the following three options as the rule type:
- Items are updated: The action occurs when content is updated in the space.
- Items are deleted or leave this folder: The action occurs when content is moved or deleted from the space.
- Items are created or enter this folder: The action occurs when content is copied, created or added to the space.
- In Step Four, Summary, ensure all information entered is correct and click Finish.
- Click Close to return to the current space.