Product Update

Automation Rules Lookup Function

Carlyn Manly
2018-02-23

A new feature has been added to the automation rules. This feature makes it possible to perform a lookup in Xurrent to check whether a specific record exists. For example, a lookup can be performed to verify whether a person with a specific email address has already been registered. If this is the case, an automation rule can cause the task for the registration of the new employee to be canceled.

Automation rule with lookup function


More information about the Automation Rules Lookup Function can be found in the online help.