Create a workflow rule

1. 1Open Automations from the sidebar and start a new rule.
2. 2Choose the trigger: the record type, then the event on it. Only events that exist for that type are valid — see "What can trigger a rule".
3. 3Add Betingelser to narrow which events count. Do not skip this. Ingen betingelser — denne kører for hver eneste hændelse på {{entity}}, ikke kun dem du har i tankerne.
4. 4Add the actions under Handlinger (i rækkefølge), in the order they should run.
5. 5Name the rule after what it does, so the list stays readable when there are thirty of them.
6. 6Save, then set it Aktiv when you are ready for it to run.

Build it narrow first. Add a condition that limits the rule to one customer or one owner, watch it fire correctly in the run history, then widen it. A rule tested at full scope has already sent the emails by the time you find the mistake.

Check for a rule that already does this. Several rules can fire on the same trigger, and they all run: {{count}} andre aktive regler kører også ufiltreret på denne udløser, så én hændelse udløser dem alle. Two overlapping rules means the customer gets two emails, and the second one is rarely traced back to the rule somebody added months ago.

Turning a rule off is a status change rather than a deletion. Deactivate rather than delete when you are unsure — a deleted rule takes its history with it, and its run record is how you work out what it did.