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 6463c7218..d1e9f826e 100644 --- a/content/applications/studio/approval_rules.rst +++ b/content/applications/studio/approval_rules.rst @@ -2,13 +2,13 @@ Approval rules ============== -Studio approval rules are used to automate approval processes for actions. They allow you to define +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 approval rules, proceed as follows: +To add approval rules with Studio, proceed as follows: #. :ref:`Open Studio ` and switch to the required :doc:`view `. #. Select the button for which you want to add approval rules. diff --git a/content/applications/studio/automated_actions.rst b/content/applications/studio/automated_actions.rst index 85924a158..56bbdbbf5 100644 --- a/content/applications/studio/automated_actions.rst +++ b/content/applications/studio/automated_actions.rst @@ -8,7 +8,7 @@ a record 7 days after its last update), or external events. To create an automation rule with Studio, proceed as follows: -#. Open Studio and click :guilabel:`Automations`, then :guilabel:`New`. +#. :ref:`Open Studio ` and click :guilabel:`Automations`, then :guilabel:`New`. #. Select the :ref:`studio/automated-actions/trigger` and, if necessary, fill in the fields that appear on the screen based on the chosen trigger. #. Click :guilabel:`Add an action`, then select the :guilabel:`Type` of @@ -186,8 +186,8 @@ button at the top of the :guilabel:`Automation rules` form. .. _studio/automated-actions/action: -Actions -======= +Actions To Do +============= Once you have defined the automation rule's :ref:`trigger `, click :guilabel:`Add an action` to define the action to be executed.