Create a Sub-Campaign Autofill rule to automatically copy properties from the Sub-Campaign Request onto the Sub-Campaign. This way users do not have to manually update the properties of Sub-Campaigns and can automate this entire process by setting up the following rule. Once the rule is enabled, whenever the condition is satisfied the selected action will take place.

Example Use case shown below: We are copying Start Date and End Date fields from the Request onto the Sub-Campaign, for all the Sub-Campaigns created by “Department: Marketing”.

How to set up

1. Click the New Tab icon. Under the Platform Modules, click Rule Engine within Collaborate..

2. In the top right corner of the Rule Engine window, click Create New Rule. For more information, see Create New Rule.

3. On the New Rule window, fill in the required details. Make sure you select Sub-Campaign Autofill  based on the need from the Context dropdown. 

4. Modify the values for Activation Date, Rule Execution Batch, Rule Type, and Custom Fields. To proceed with the default values, click Next in the bottom right corner.

5. On the Rule Builder window, select Add Condition to set up specific scenarios that must be met for subsequent actions to execute. You can also chain multiple conditions together to refine the scenarios. 

6. In this example, we are using the condition as Sub-Campaign Owner = Marketing Department, under the section “Conditions Applies to Author of the Content”.

7. To configure actions in a rule, select Add Action on the Yes or a No branch of the condition depending on when you want the action to be executed.

8. In the Copy properties from source to destination Action-

   1. Set Copy Action Source as Request

   2. Set Copy Action Destination as Sub-Campaign

   3. Under Add Fields, select the custom field properties that you want to copy from Request to the Campaign.

9. Click Save in the bottom right corner to finalize the creation of your new rule, or Save as Draft to create a draft version of your rule.

​