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To create a new manage action rule categorycategories:

  1. In User Administration, click Setup and then click Action Rule Settings.
  2. Click To create a new action rule category, click Create New and select Action Category.
  3. In the Create New Category, enter the category name and select the appropriate options. Click the Group Name drop down to select the category group.
  4. Click Save.
  5. START HERE To add a rule to the new category, in the Action Rule Settings workspace, click the Rule List tab, right click a rule and select Edit.
  6. In the Edit Action Rule Settings dialog box, click the Categories tab, check the appropriate category and click Save.
    In this example, check the Example New Action Rule Category. The Example: Reprocess BUY Action Rule now belongs to three different categories: System: Open Panels, Panels, and Example New Action Rule Category.
  7. Click the Categories List tab to verify that the Example: New Action Rule Category now contains the Example: Reprocess BUY Action Rule.
  8. To return to the Exceptions workspace to reprocess the exception with the action rule from the newly created category, click the X in the Action Rule Settings bottom tab.