Use Business Rules in the Rules Editor

This article describes how to use the Business Rules screen in the Rules Editor.

Enable/Disable

You can quickly enable or disable business rules by clicking the green or red circle next to Business Rules and choosing Enabled or Disabled from the dropdown menu that appears. Choosing Disabled prevents all business rules from being applied to searches.

Status dropdown

Facet rules

Facet menu

Use facets in the Business Rules screen

To facet the rules list by Action, Status, Published, or Tags, click one of the facet items within the facet categories.

To facet the rules list by Created Date or Expiration Date:

  1. Click the date start value. A calendar will appear.

    Created date start value

  2. Click a date to select the start of your facet range.

  3. Click the bottom date and select the end of your facet range.

Enter a search term to quickly facet your business rules:

Search business rules

Rules

Create a rule

  1. Click the Add button large button in the top-right corner of the card. Alternatively, click the Add button small button in the bottom-left corner of the card. The New Rule dialog box will appear.

    New rule

  2. Complete the required fields, at a minimum.

    General Condition Action

    In the General column, only the Name field is required. Other fields are optional:

    • Description is an arbitrary string you can use to describe this rule.

    • Rule Group can be a user-defined group that you use to organize your rules.

    • Tags are another way to organize your rules. Tags appear as facets in the Business Rules interface, so you can filter the set of visible rules by tag.

    • Priority can be used to determine which rule should apply first if multiple rules are activated for the same request. Priority is an integer value, ranging from 1 to infinity, with the value 1 given highest priority. If multiple rules have the same value, those rules are applied in a random order.

    • Enabled means that this rule is applied but not necessarily published. Disabling a rule helps ensure that it is not accidentally published.

    Conditions are triggers that activate the rule when they match the current date and time, query, or field values.

    See Rule conditions for more information.

    A rule can take different types of actions when the specified conditions are met.

    See Action types for more information. You can also create custom actions.

    Tip
    Hover over the Info icon icon for more information.
  3. Once complete, click the Save button green button.

Copy a rule

  1. Hover over a rule. A row of buttons will appear on the right.

  2. Click the Copy button button. The Copy Rule dialog box will appear.

    Copy rule

  3. At a minimum, change the title of the rule.

  4. Once complete, click the Save button green button.

Edit a rule

  1. Hover over a rule. A row of buttons will appear on the right.

  2. Click the Edit button button. The Edit Rule dialog box will appear.

    Edit rule

  3. Make your desired changes to the rule.

  4. Once complete, click the Save button green button.

Approve/deny rules

  1. Hover over a rule. A checkbox will appear on the left.

  2. Click the checkbox to select the rule.

  3. Repeat this process to select multiple rules. (optional)

  4. Click the {approve-button} button to approve the selected rules, or click the {deny-button} button to deny the rules.

Enable/disable a rule

  1. Hover over a rule. A checkbox will appear on the left.

  2. Click the checkbox to select the rule.

  3. Repeat this process to select multiple rules. (optional)

  4. Click the Enable button button to enable the selected rules, or click the Disable button button to disable the rules.

Publish a rule

  1. Hover over a rule. A checkbox will appear on the left.

  2. Click the checkbox to select the rule.

  3. Repeat this process to select multiple rules. (optional)

  4. Click the Publish selected button button to publish the selected rules.

Tag a rule

Tags are a powerful tool for organizing and publishing rules according to a keyword, such as black-friday-sale.

  1. Hover over a rule. A checkbox will appear on the left.

  2. Click the checkbox to select the rule.

  3. Repeat this process to select multiple rules. (optional)

  4. Click the Tag button button. A dialog box will appear.

  5. Enter a tag. To enter multiple tags, press Tab after writing each tag.

  6. Click the Add button large button to add the tag to the rule.

Delete rules

Delete a single rule

  1. Hover over a rule. A row of buttons will appear on the right.

  2. Click the Delete button small button. A confirmation box will appear.

  3. Click the Delete button large green button to confirm.

Delete multiple rules

  1. Hover over a rule. A checkbox will appear on the left.

  2. Click the checkbox to select the rule.

  3. Repeat this process to select multiple rules. (optional)

  4. Click the Delete button large red button to delete the selected rules. A confirmation box will appear.

  5. Click the Delete button large green button to confirm.

Sort rules

  1. Hover over column titles. A Arrow down icon icon will appear for some titles to indicate the rules list can be sorted by that column.

  2. Click on the title column to sort the rules.

Note
The column that is currently sorting the rules list is indicated by an Arrow down icon or Arrow up icon icon.

Export rules

To export the rules list, simply click the Export button button. This generates a .csv file containing your rules.

Columns

Customize columns

Customize columns in the Business Rules screen
  1. Hover over the row of column titles. A Config button button will appear on the right.

  2. Click the Config button button. The Customize Columns to Display dialog box will appear.

    Customize Columns to Display

  3. Click the checkboxes to select or deselect the columns you want to display.

  4. Click the Save button blue button to save your changes.