In this article, you will learn about 'Heads Up Rules' in Actionstep and what you can use them for.
'Heads Up' is a functionality within Actionstep that allows you to keep track of the information you have entered into several different List Views via email notifications.
Creating a Heads Up Rule
Once 'Heads Up' has been enabled for your System Role, you will see a 'Heads Up' icon in the top-right corner of several list views, as per the screenshot above.
Filter and sort the list view until it is providing you with the information you want to be notified of on a regular basis. When you are satisfied with your filters/layout, click on the 'Add Heads Up Rule' icon.
The 'Add Heads Up Rule' window will then appear in pop-up form, allowing you to name the rule and schedule it based on the parameters you set.
If you would like the 'Heads Up' email notification to simply list the information within the List View, use the 'List' option. Alternatively, you can use the 'Calculation' option to set a rule based on simple mathematical calculations.
For example, the following screenshot shows the setup for a 'Heads Up' rule that will calculate the total trust funds receipted by each client, on a weekly basis.
When you are happy with your settings, click 'Save' at the bottom of the window. To check/change the details of any rules you have set up, click on your name in the top-right corner of the interface and scroll down to the 'Heads up' section, as per the screenshots below. Click on to manage/delete rules.
Open the 'Advanced Options' panel at the bottom of the 'Add Heads Up Rule' window to specify how many rows to show in the email body and whether to attach a spreadsheet containing all the list results.
Note: 'Advanced Options' only work with the List option, not the Calculation option.
Deleting a Heads Up Rule
To delete a 'Heads Up Rule', navigate to the 'My heads up rules' page by following the instructions listed above. Then, check the box to the left of the rule you wish to delete, which will result in a 'Delete' button appearing at the top of the list.