content-management content-management

To Set Rules for the Field of the Module

To Set Rules for the Field of the Module

content-management

1. Go to settings of CentraHub CRM, type Field in the search box on the left side of the screen.

content-management
content-management

2. From the drop-down list of module customization, Click on [Module] field to create a custom field.

content-management

3. Click on the Rule in the [Module] field page.

content-management
content-management

4. Click on New to create a rule for the field (A rule window would open).

Field Specification for the Field Rule

Name

Enter the Field Rule name.

Apply on

Select the checkboxes where the Field Rule has to be applied.

Condition

Apply the condition (If you want to add more conditions, click on the + button)

Actions

Create the Field-level Rule actions (properties, messaging, alerts and formatting).

5. Click Save.

Didn’t Find an Answer?

Get in touch with us for details on setup and additional custom services pricing

CONTACT US