Add a Workflow Rule

1. Navigate to   > Project Automation > Workflow Rules.
   
2. Click New Workflow Rule.
   
3. Enter a Rule Name and a Description.
   
4. Select layouts.
   All Layouts: The rule will check for conditions in all the projects
   Specific layouts: The rule will check for conditions only in the projects associated with the selected layout
   
5. Select the triggers for the rule to Execute On. Multiple triggers can be selected.
   Creation: The rule will trigger when the project is created
   Update: The rule will trigger when the project is updated. The rule can be set to trigger for all fields or specific field updates.
   Commented: The rule will trigger when a comment is added to the project
   Archive: The rule will trigger when the project is archived
   Unarchive: The rule will trigger when the project is moved back to active
   Trashed: The rule will trigger when the project is trashed
   
6. Click Next.
   
7. Click Add Criteria under Condition 1, choose a criteria and select value from the given options.
   Multiple criteria can be added under the same condition by hovering over the criteria and clicking icon on the right side.
   
   
8. Click Done to set criteria.
   
9. Click Add Action, choose an action from the given options.
   Update Field: Update specific fields with a predetermined value
   Associate Webook: The Webhook will be triggered when the criteria is met
   Associate Custom Function: The Custom Function will be triggered when the criteria is met
   Associate Email Alert: Trigger an email notification when the criteria is met
   
   
10. Click the icon below the condition to add the next condition.
    
11. Check the Execute the next workflow rule box if you want to execute the next workflow rule in the Workflow Rule list view.
    
12. Click Save Rule.