Rules wizard

The Rules wizard is a system form, used by application administrators to create rules. It is located in the Rules folder, under Administration in the navigation menu.

Be aware that this classic form will be removed from the platform in a future release. Please use the new Rules manager to create and edit rules.

Create a rule

Open the Rules wizard form. The first window welcomes you to this wizard, so click on the Next button.

Continue through the following windows of the wizard to configure the rule:

  1. Records to include

  2. Set criteria

  3. Set actions

  4. Rule name and group

Edit a rule

If you are still configuring a rule in the Rules wizard, and you wish to edit a previous part of it, just click on the Back button until you find the window on which the change will be applied.

But if you want to edit a rule that was previously created, then use the Rules manager form, in order to first find it.

After editing an existing rule, the wizard is redirected to the Rules manager form, where the Apply rule changes button must be clicked in order to commit the changes made and get the rule to work. For more information, read about Rules compilation.

Note that edition of multiple rules at the same time using different tabs/windows under the same login session is not supported.