After you add rules, you can easily edit them, reorder
them, or delete them when they are no longer needed. These functions
can be accessed from both the Rules tab and the Rules button on the
Home tab.
Rules are fired in the sequence in which they are listed.
Adjusting them can impact how other rules affect the workspace. For
example, if multiple rules set different values for the same field,
the field will be set to the value assigned by the last rule in the
sequence.
- Do one of the following:
From an open workspace, click the Home tab and then click Rules. The Rules window opens and lists all workspace rules.
Click an item on the workspace and then click the Rules tab. The rule list displays all rules triggered
by the selected item. (If you want to display the rules that reference
the selected item, or all rules in the list, click Filter
List and select the option you want.)
- In the rule list, select the rule you want to modify.
- To edit the rule, click Edit Rule.
- To copy the rule, click Copy Rule.
The Rule Wizard opens the rule copy where
you can make any needed changes to rule. The Copy Rule button is available
only when modifying rules using the Rules button on the Home tab.
It does not appear on the Rules tab.
- Click Finish to save the rule
copy.
- To change the order of the rule, click the up or down arrow
to move the rule where you want it.
Caution: Deleting a rule is permanent and cannot
be undone. To ensure that a rule is not needed before deleting it,
you can disable it instead. To disable a rule, click the Rules button
on the Home tab and clear the Active check box next to the rule.
- To delete the rule, click Delete Rule.