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Administrator: Add, edit, archive, and delete business rules

Updated 6 months ago by Jennifer B.

Add a business rule

Select Business Rules from your side navigation menu.

Select the Editor tab.

Select Add Rule. This opens the Edit Business Rule drawer.
Enter the information about the business rule. Required information is marked with an asterisk (*).

You can enable the business rule now by selecting the checkbox, or you can enable it using the instructions in the Enable a business rule section available later in this help article.
Select Save.

Edit a business rule

Option 1

Select Business Rules from your side navigation menu.

Select the Editor tab.

Select the rule you want to edit. This opens the Edit Business Rule drawer.
Enter the information about the business rule. Required information is marked with an asterisk (*).

Select Save.

Option 2

Select Business Rules from your side navigation menu.

Select the Editor tab.

Use the vertical ellipsis to open the Actions menu for the rule you want to edit.

Select Edit. This opens the Edit Business Rules drawer.
Edit the information as needed.

Select Save.

Enable a business rule

Option 1

Select Business Rules from your side navigation menu.

Select the Editor tab.

Select the business rule you want to enable. This opens the Edit Business Rule drawer.
Confirm the information entered for the business rule is correct.

Select the Enable checkbox.
Select Save.

Option 2

Select Business Rules from your side navigation menu.

Select the Editor tab.

Use the vertical ellipsis to open the Actions menu for the rule you want to enable.

Select Enable.

Option 3

Select Business Rules from your side navigation menu.

Select the Editor tab.

Select the checkbox for each business rule you want to enable.

Select Enable.

Disable a business rule

Option 1

Select Business Rules from your side navigation menu.

Select the Editor tab.

Select the business rule you want to disable. This opens the Edit Business Rule drawer.
Clear the Enable checkbox.

Select Save.

Option 2

Select Business Rules from your side navigation menu.

Select the Editor tab.

Use the vertical ellipsis to open the Actions menu for the rule you want to disable.

Select Disable.

Option 3

Select Business Rules from your side navigation menu.

Select the Editor tab.

Select the checkbox for each business rule you want to disable.

Select Disable.

Archive a business rule

Option 1

Select Business Rules from your side navigation menu.

Select the Editor tab.

Use the vertical ellipsis for the rule you want to archive.

Select Archive.

Option 2

Select Business Rules from your side navigation menu.

Select the Editor tab.

Select the checkbox for each business rule you want to archive.

Select Archive.

Unarchive a business rule

Option 1

Select Business Rules from your side navigation menu.

Select the Editor tab.

Use the vertical ellipsis to open the Actions menu for the business rule you want to unarchive.

Select Unarchive.

Option 2

Select Business Rules from your side navigation menu.

Select the Editor tab.

Select the checkbox for each business rule you want to unarchive.

Select Unarchive.

Delete a business rule

Option 1

Select Business Rules from your side navigation menu.

Select the Editor tab.

Use the vertical ellipsis to open the Actions menu for the rule you want to delete.

Select Delete.

Option 2

Select Business Rules from your side navigation menu.

Select the Editor tab.

Select the checkbox for each business rule you want to delete.

Select Delete.

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