For example, if you want Email alerts sent to Managers and Finance team every time a new user accepts project invite, you can set conditions as shown. The rule triggers when a user Accepts the invite, and their User profile is Employee. An Email alert will be sent to selected profiles notifying them about the addition of an employee. If the condition doesn't match, the rule will check the next condition, if added, and will go on until the matching condition is found. The rule will exit after the first matching condition is found without checking the subsequent conditions.

Add a User Workflow Rule  

1. Navigate to   > Automation > Workflow Rules
   
2. Click Users Tab and then click New Workflow Rule.
   
3. Enter a Rule Name and a Description.
   
4. Select the trigger for the rule to Execute On.
   
5. Click Add Criteria, choose a criteria, and select value from the given options.
   
6. Click Add Action, choose an action from the given options.
   
7. Check the Execute the next workflow rule box if you want to execute the next workflow rule in the Workflow Rule list view.
   
8. Click Save Rule.
   

You can add up to 20 User Workflow rules

Edit User Workflow Rule  

1. Navigate to   > Automation > Workflow Rules.
   
2. Click Users Tab.
   
3. Hover over the workflow rules, click  > Edit to modify the workflow rule.
   
4. Click Save.
   

Delete User Workflow Rule  

1. Navigate to   > Automation> Workflow Rules.
   
2. Click Users Tab.
   
3. Hover over the workflow rules, click  > Delete.
   
4. Confirm your action.
   

Executing User Workflow Rule  

1. Navigate to   > Automation > Workflow Rules.
   
2. Click Users tab.
   
3. Enable/ Toggle the rules that need to be applied.
   
4. Select the Execute Next Rule option if you want the rules to be executed one after the other. 
   

The rule will execute when the first matching condition is found and update the fields or execute custom function or trigger a webhook as per the action selected. The subsequent conditions will not be checked.

Reorder User Workflow Rules  

1. Navigate to   > Automation > Workflow Rules.
   
2. Click Users tab.
   
3. Hover over the workflow rule you would like to reorder and click .
   
4. Drag and swap the workflow rules. You can reorder them as many times as you want until you get the desired order.