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To create a new action rule category:- In User Administration, click Setup and then click Action Rule Settings.
- Click Create New and select Action Category.
Image Added - In the Create New Category, enter the category name and select the appropriate options.
START HERE with 2017 screenshots
- Click Save.
- 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.
- 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.
- Click the Categories List tab to verify that the Example: New Action Rule Category now contains the Example: Reprocess BUY Action Rule.
- 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.
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