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Create a Profile Rule

 You must be a Conga Novatus Administrator to edit Roles.  

How to create a Profile Rule

  1. In the Admin menu, click Profile Rules.
  2. Select the Profile or Dynamic Form that you wish to create a Profile Rule for.
  3. In the Profile Rules Edit screen, click Add Rule.
  4. Enter a Rule Name.
  5. Once you have added a name for your rule, click Add Conditions. This step is the IF condition. Here you can choose a field, operation and value.
  6. Once the Conditions statement is set up properly, you can setup your Action statement under Actions section.
  7. Click Add Action. Here you can select what type of action, Field, and input value that fits your needs.
  8. Click Save.
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