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The interface is divided into two columns to help you organize your automation logic.
  • Available rules (Left): A list of all pre-configured automation rules available in your account.
  • Selected rules (Right): The rules that will actually run for this specific workflow.

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How to Configure:

  1. Add a Rule: Drag and drop a rule from the Available column to the Selected column. You can also use the Move all to the right button to select everything at once.
  2. Remove a Rule: Drag a rule back to the left column or use the Move all to the left button.
  3. Set the Sequence: The order of the rules matters. In the Selected rules column, drag and drop items up or down to define the sequence in which the system should perform the checks.
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Creating New Rules

If the specific automation logic you need is not listed (e.g., a specific risk threshold or conditional check), click the + New rule button in the top right corner to create a custom configuration.