Create a custom rule from scratch

1. Scroll down to Rules & Groups in the menu on the left.

   

2. Click on Rules & Groups.

   

3. Click on Rules.

   

4. The list of rules displays.
5. Click on the Add button at the top of the page.

   

6. Click in the field to the right of Name and enter a name for your rule.
7. Click on the desired color code.
   Note: This determines the breadcrumb trail’s color for broken rules.

   

8. Click on Not visible or Visible to set the desired setting for the color setting.
9. Click the drop down box under Publish to groups.

   

10. Select the desired group(s).

    

11. Scroll down.

    

12. Click in the field to the right of Comment to enter your desired comments.
13. Click on the Conditions tab.

    

14. Click on the desired condition.

    

15. Enter the desired limits/settings.

    

16. Scroll down.

    

17. Click the Add button at the bottom.
    Note: To add more conditions, repeat steps 14 through 17.

    

18. Click the Notifications tab.

    

19. Click on the desired notification method.

    

20. Click on the drop down to the right of Template.

    

21. Select the desired template from the list.

    

22. Click on the field to the right of Email.

    

23. Select the desired recipient.

    

24. Click the Add button.
    Note: To add more notification methods, repeat steps 15 and 16.

    

25. Click the Save button near the top of the page.