Creating Rules and Rules Templates

All new rules are created in a similar way. You can create new rules and rules templates manually or by copying from another rule or template.

Rules can also be added to existing active and on-hold projects and shells by updating (“pushing”) them from a project or shell template using Update Projects or Update Shells.

Note: In order to start using a rule after it has been created, it must be validated and activated. After creating rules, see "Validating and Activating Rules".

 

Create a rule template

Create a project or shell rule

Create a company rule

 

 

 


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