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How to Create Deduction Rules

To provide additional automation in the deductions workflow Confido allows you to set rules to trigger alerts based on specific triggers.

C
Written by Cassie Crail
Updated over 2 months ago

  1. Select Automation Tools on the left hand nav

  2. Click Deduction Rules

  3. Click Add New Deduction Rules

    1. Name the Rule

    2. When: select what action triggers the workflow:

      1. Deduction is updated/saved

      2. Deduction is created

    3. If: Determine what guidelines are needed (if):

      1. Can add multiple requirements

    4. Then:

      1. Surface a Validation Error

      2. Set a Default Value


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