# Automation rules
From the Automation Rules tab, you can create and manage rules for your company. With rules, intake requests and request for proposal and request for information events are automatically routed to approvers based on specific event or request data (e.g., value, location, or category). By automating this process, you maintain compliance and manage workflows efficiently, ensuring that requests and events are flagged and routed through the necessary approval processes.
Access: To access these settings, you will need to be assigned to the Admin role for your organization.
### View your rules
You can access a list of rules defined for your company.
{% stepper %}
{% step %}
From the **menu** , select *Administration*.
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{% step %}
Select the **Automation rules** tab.\
The Automation rules list displays.
#### Automation rules - column descriptions
| Column | Description |
| ------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| Title | Displays the rule name. |
| Status | Displays if the rule is *Active* or *Inactive*. |
| Applies to | Displays if the rule is applied to request for proposal (*RFP*) or request for information (*RFI*) events or intake requests. |
| Approvers | Displays the user(s) assigned as approvers for the rule. |
| Created by | Displays the name of the user who created the rule. |
| Updated date | Displays the date the rule was last updated. |
|  (actions) | Click to display a list of available actions. |
| Created date | Displays the date the rule was created. |
| Updated by | Displays the name of the user who last updated the rule. |
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### Find rules
You can quickly find rules through the sort, search, and filter options.
#### Sort rules
The top of the list includes a header for each column. Click a header to sort the list by the column. Once selected, an arrow displays next to the header. Click the header again to switch the sort between ascending and descending order. By default the list is sorted by *Updated date*.
#### Search rules
You can search for rules by title using the Search by title field. Click the Cancel button to view the complete list again.
#### Filter rules
With filters, you narrow down the list of displayed rules. You can set the default filters, or select from a list of available filters to further refine the list. Depending on the type of filter, you may be able to select one or more values to include in the filter. You can combine multiple filters to adjust the list view to the rules you need to see.
**Automation rules list filters**
| Filter | Description | |
| ------ | ------------ | ----------------------------------------------------------------------------------------------------------------------------------------- |
| \* | Status | Filters the list to rules in the selected status (*Active* or *Inactive*). |
| \* | Applies to | Filters the list to rules that were applied to request for proposal (*RFP*) or request for information (*RFI*) events or intake requests. |
| \* | Created by | Filters the list to rules created by the select user(s). |
| \* | Updated date | Filters the list to rules updated on a specific date or within a date range. |
| | Updated by | Filters the list to rules updated by the select user(s). |
| | Created date | Filters the list to rules created on a specific date or within a date range. |
### Create a rule
{% stepper %}
{% step %}
Click **Create rule**.\
The rule screen displays
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{% step %}
Enter the following information:
* **Enter rule name**: Enter a descriptive name for your rule.
* **Trigger event**: Select an event type or request (e.g., *RFP*, *RFI*, or *Request*) and when the rule should trigger (e.g., *Before opening*, *Before award*, or *Before submitting*).
* **Conditions**: Set one or more conditions and/or condition groups that will trigger the rule. For example, you may run a rule when the *Value of event* is *greater than* *10,000* *USD*.
* **Approval**: Select one or more approvers and the number of days they have to approve the request or event. This list includes any user within your organization. Based on the order you added approvers defines the approval order; you can reorder the approvers as needed.
{% endstep %}
{% step %}
If you're ready to activate the rule, change the status to *Active*.
{% endstep %}
{% step %}
Click **Create**.
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### Edit a rule
{% stepper %}
{% step %}
For a rule line, click the rule or click actions and then select **Edit**.The rule displays in edit mode.
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{% step %}
Make any necessary changes.
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{% step %}
Click **Save**.
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### Clone a rule
* For a rule line, click **actions** and then select **Clone**.\
A copy of the rule is created with *CLONED-* at the front of the title and added in Inactive status.
### Activate a rule
* For an inactive rule, click **actions** and then select **Activate**.\
The rule is activated.
### Deactivate a rule
* For an active rule, click **actions** and then select **Deactivate**.\
The rule is deactivated.
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