Rules manager

Rules > Rules manager

The Rules manager is a system form, used to organize, create and edit rules in an application. It is located in the Rules folder, under Administration in the navigation menu.

The following items and actions can be managed in this form:

  • Rule groups. Create, schedule and delete groups. Add and remove rules to/from them.

  • Rule items. Create, edit, clone and delete rules.

    The columns of this form may be filtered and sorted.

    Multi-level sorting: You can sort more than one column, keeping a specific order, e.g. sort by column "A", then by column "B", and so on.

    For that, after sorting the first column, hit and hold Shift on your keyboard, and then click on the second column you wish to sort (one click for ascending, two clicks for descending), and then the third column, etc.

    Note that the order will be indicated by a number together with the sorting arrow icon.

  • Other features. Sort and filter per column, expand and colapse sections, show and display columns, export to Excel.

Pay attention to the Warnings column of the Rules section as it may offer detailed information regarding issues encountered while running the rules.

Timeout on rule chain: In order to ensure a good performance of the application, a time of 15 minutes has been set up as the maximum limit for a rule to trigger a large chain of actions. After that, the rule will be automatically stopped.