Using Content Rules to Automatically Move Items (Ploud6)

Content Rules can be used to automatically trigger various actions based on the specified conditions. In this article, we'll focus on using Content Rules to automatically move a piece of content from the folder in which it was created to another folder. Examples of where this can be useful include moving all Events into the Library Calendar, or move News Items into the Library News folder.

1. Click on the button with your User Name in the top-right corner of the page to access the dropdown menu.
   
2. Click on Site Setup to take you to the Site Setup page.
3. Click Content Rules.
4. Click Add content rule to add a new rule.
5. Enter a Title that briefly describes the intent of the rule (for example, "Move News Items to News Folder").
6. The Description field can be used to add detail (for example, "Anywhere a News Item is added, it will be moved to the /news-events/lib-news/ folder.").
7. For Triggering Event, choose "Object added to this container".
8. Check Enabled to turn the rule on.
9. Leave Stop Executing Rules and Cascading Rule unchecked unless you have set up other rules that would require the use of either of these advanced options.
10. Click Save to create the rule. You will be taken to the rule's Edit page, where you can configure additional information about the rule.
11. Scroll down to the heading "If all of the following conditions are met:" In the Add Condition field, select Content Type and click Add.
12. A dialog will open to allow you to select a content type. Select the content type (for example, Event or News Item) for which this rule should apply and click Save. Holding down Ctrl when you select from the list will allow you to specify multiple content types, if desired.
13. Under the heading "Perform the following actions:", select Move to folder in the Add Action field and click Add.
14. A dialog will open to allow you to select a folder. 
1. By default, the dialog will display folders located in the Home folder. To access a folder that is inside one of these folders, click the Browse button next to the folder's name.
15. Click the circular radio button next to the desired folder's name and click Update to select a folder.
16. Once you've selected a folder, click Save to add the action to your rule.
17. If you would like this rule to apply to the entire site (so that wherever the item is added, it will always be moved to the desired location), click the Apply rule on the whole site button. 
1. Otherwise, you will need to go to the folder(s) in which the rule should apply and click the Rules tab.
2. Click the checkbox next to each rule you would like to enable and click the Enable button.
3. The Apply to subfolders button will make sure the rule applies to any folder within the current location as well.