diff --git a/content/applications/studio.rst b/content/applications/studio.rst index 48e40d2b9..d48456000 100644 --- a/content/applications/studio.rst +++ b/content/applications/studio.rst @@ -21,7 +21,7 @@ can, in any app, add or modify: - :doc:`Fields ` - :doc:`Views ` - :doc:`Models ` -- :doc:`Automated actions ` +- :doc:`Automation rules ` - :doc:`PDF reports ` - :doc:`Approval rules ` - Security rules diff --git a/content/applications/studio/approval_rules.rst b/content/applications/studio/approval_rules.rst index 53ef900b1..12f5da1d9 100644 --- a/content/applications/studio/approval_rules.rst +++ b/content/applications/studio/approval_rules.rst @@ -2,13 +2,13 @@ Approval rules ============== -Studio approval rules allow you to require the approval of one or several users before an action can -be performed using a button. +Approval rules are used to automate approval processes for actions. They allow you to define +the criteria for when an approval is required before an action can be performed using a button. Configuration ============= -To add an approval rule: +To add approval rules with Studio, proceed as follows: #. :ref:`Open Studio ` and switch to the required :doc:`view `. #. Select the button to which the rule should be applied. diff --git a/content/applications/studio/automated_actions.rst b/content/applications/studio/automated_actions.rst index 85924a158..dd2d02515 100644 --- a/content/applications/studio/automated_actions.rst +++ b/content/applications/studio/automated_actions.rst @@ -6,7 +6,8 @@ Automation rules are used to trigger automatic changes based on user actions (e. modification when a field is set to a specific value), email events, time conditions (e.g., archive a record 7 days after its last update), or external events. -To create an automation rule with Studio, proceed as follows: +To create an automated action with Studio, :ref:`open Studio `, then go to +:guilabel:`Automations` and click :guilabel:`New`. #. Open Studio and click :guilabel:`Automations`, then :guilabel:`New`. #. Select the :ref:`studio/automated-actions/trigger` and, if necessary, fill in the fields that