How to use CreatiBI
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  • CreatiBI
    • ๐Ÿ‘‹Welcome to CreatiBI
    • ๐Ÿ˜›CreatiBI home page
  • Fundamentals
    • ๐Ÿ‘ฅAccount
      • Create account
      • Log in & log out account
      • Reset password
      • One account, multiple spaces
      • Account setting
        • Profile
        • Notification
        • Account
        • Display
    • ๐ŸขOrganization and workspace
      • Organization
        • Create an organization
        • Join an organization
        • Leave an organization
      • Guest
      • Workspace
        • Create a workspace
        • Join a workspace
        • Leave a workspace
        • Manage a workspace
      • Permission
    • ๐Ÿ‘จโ€๐Ÿ‘จโ€๐Ÿ‘งโ€๐Ÿ‘งTeam
      • Find a team
      • Create a team
      • Join a team
      • Team setting
        • Team admin and member
        • Team permission
    • ๐Ÿ’พProject
      • Project setting
      • Project owner and member
      • Project permission
      • Project overview
      • Project tab
      • Script and media review permission
    • ๐Ÿ“ฆPortfolio
      • Timeline
        • Edit and filter timeline
        • Add, edit and delete event
      • Permission
    • ๐Ÿ“ฉInbox
    • ๐Ÿ”‘My task
    • ๐Ÿ’ชApp integration
      • Google Ads integration
      • YouTube integration
      • Ocean Engine integration
      • Douyin integration
    • ๐ŸŽฎAdmin console
      • Manage member
      • Manage team
      • Manage bill
      • Manage application
      • Manage setting
  • Product Guides
    • โœ๏ธScript
      • Start with an empty script
      • Start with a storyboard
      • Start with a speaking script
      • Comment on script
      • Review script
      • Modify script
      • Manage more scripts
        • Add custom fields to script table
        • Filter, sort, hide, and group the script table
      • Derive script
    • ๐Ÿ“ธMedia review
      • Comment on media
      • Compare media
      • Approve media
      • Modify media
      • Manage more media
        • Add custom fields to media review table
        • Filter, sort, hide, and group the media review table
    • ๐Ÿ”Creative
      • Manage more creatives
        • Batch rename creatives
        • Add custom fields to creative table
        • Filter, sort, hide, and group the creative table
    • ๐Ÿ“ขDistribution
      • Manually publish the creative on ad platforms
        • Google Ads
      • Manually post the creative on social media
        • Douyin
      • Modify and cancel your distribution plan
    • ๐Ÿ“ˆReporting
      • Ad platform
      • Social media
    • ๐ŸšฆWorkflow
      • Script review workflow
      • Media review workflow
    • โณTimeline
      • Edit timeline
      • Filter and sort timeline
      • Add, edit and delete event
    • ๐Ÿ—‚๏ธCustom field
    • ๐Ÿ“Custom rule
      • Trigger
      • Action
  • Community
    • ๐Ÿ”ฅSay hi!
  • Update log
    • ๐Ÿ› ๏ธUpdate log
  • Troubleshooting
    • ๐Ÿ“กBrowser and connectivity issues
  • Terms & Privacy
    • Privacy Statement
    • Terms of Use
    • Subscriber Agreement
    • Cookie
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  • How to set up your first custom rule!
  • FAQ
  1. Product Guides

Custom rule

Rule is the place where you automate your work. It's like writing an "IF" function where "trigger" is the logical test and "action" is the "value_if_true". Its power can be multiplied by all features.

PreviousCustom fieldNextTrigger

Last updated 11 months ago

How to set up your first custom rule!

  1. Go to any of your tabs on the top and click "Customize";

  2. Click "Add a rule";

    • Rule works better if you have created in the Script, Media review, and Creative tables since it allows greater room for automating your work;

  3. Choose from recommended rules or click "Create custom rule";

  4. [If you choose from the recommended rules]:

    • You only need to review the rule, tweak it to your need, and enjoy;

  5. [If you create a custom rule]:

    • Click the "When" and find the right from the right sidebar;

    • Click the "Do this" and find the right from the right sidebar;

  6. Click "Save" on the top right corner;

  7. Repeat the above steps to create more rules.

FAQ

  1. Who can set up and edit rules?

    • Project administrators and editors can set up and edit rules;

      • The editor can set up rules that only he can edit.

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