Initial Configuration#

After installing FlexiRule, follow these steps to prepare your environment.

1. Verify App Installation#

Ensure flexirule is listed in your site_config.json under installed_apps.

2. Configure Default Roles#

Add the Rule Builder role to any user who needs to design automations. System Managers have access by default.

3. Review Global Settings#

Visit RuleFlow Settings and ensure Enable Rule Execution is checked. If you are in a production environment, set a Log Retention period (e.g., 60 days) to keep your database clean.

4. Test the Rule Builder#

Create a simple “Test” rule for a DocType like Note or ToDo to verify that the canvas and configuration panels load correctly.

5. Background Jobs Check#

If you plan to use Asynchronous actions, ensure that your bench background workers are running:

bench worker

Check the Background Jobs list in the Desk to verify that FlexiRule tasks are being processed.