In Portfoleon you can define automation rules, which would fire when certain events occur and perform actions.
Each rule is structured like this:
When <Trigger> happens, do <Action> [for items <Filter>].
Trigger is an event that causes your rule to fire. Portfoleon supports the following triggers:
- On change of an item field or of a whole item;
- On publish of an item creation, change, or deletion;
- Time-based triggers (daily, monthly).
Action is something that Portfoleon will perform when the trigger condition is met. Portfoleon can do one of the following actions for you:
- Send an email to someone.
- Change an item field.
Filter specifies the items for which the rule is going to apply.
For example, every week (trigger) you can send out a reminder email (action) for items, which have their status date older than seven days (filter). Here’s how to configure this rule in Portfoleon: