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How to Create Deduction Rules

To help provide some additional automation into the deductions workflow Confido allows you to set guidelines to trigger alerts based on specific triggers. To ensure fields aren't being missed and all deductions are tracked successfully enable rules using the following steps: 

  1. Select Automation Tools on the left hand nav 
  2. Click Deduction Rules 
  3. Click Add New Deduction Rules 
    1. Name the Rule 
    2. When: select what action triggers the workflow:  
      1. Deduction is updated/saved
      2. Deduction is created
    3. If: Determine what guidelines are needed (if): 
      1. Can add multiple requirements 
    4. Then:
      1. Surface a Validation Error 
      2. Set a Default Value