Changing the configuration of a refinement rule

For an existing refinement rule, you can add attributes, change the selected attribute for a data set, and remove attributes.

To change the refinement rule configuration:

  1. To add attributes to a refinement rule:
    1. For the refinement rule, click the + button for that rule.

      If there are no additional attributes to add to the rule, then the add option is not available.

      You cannot add attributes to a rule if:
      • The rule already contains attributes from all of the data sets.
      • The other data sets do not contain any attributes with the same data type, refinement behavior, and multi-value setting.

      When you click the + button, the Edit Refinement Rule dialog displays. At the top of the dialog are the currently selected data sets and attributes.

    2. On the Edit Refinement Rule dialog, from the Data Set drop-down list, select the data set.

      If there is only one available data set, then it is selected automatically.

      When you select the data set, the Attribute list is updated to show attributes that:
      • Can be used for refinement
      • Have the same data type as the other attributes
      • Have the same refinement behavior (single, multi-or, or multi-and) as the other attributes
      • Have the same multi-value setting as the other attributes. So if the other attributes are multi-value, the new attribute also must be multi-value.
      • Are not already being used in another refinement rule
    3. In the Attribute list, to add the attribute to the refinement rule, double-click the attribute.

      Edit Refinement Rule dialog with an attribute selected

      You can also click the attribute, then click Add to Rule.

    4. You can continue adding attributes until you have added attributes from all of the data sets.
    5. To save the changes, and close the dialog, click Apply.
  2. To remove an attribute from a refinement rule, click the delete icon for the data set.
  3. To change the selected attribute for a data set:
    1. Remove the attribute from the refinement rule.
    2. Add the attribute you want to change to.
  4. To save the changes to the refinement rule list, on the Refinement Rules page, click Save.