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  1. In the Exceptions workspace, search for exceptions you wish to resolve and from which you wish to create action rules.
    In this example, we will search for all MTOPEN/BUY exceptions from 11/3/2015 that were handled by the EAGLEADMIN user.
    Search for ExceptionsImage Modified
  2. Click the green Search button.
    You see a list of exceptions based on the criteria you entered.
    Create Action Rules Search ResultsImage Modified
  3. Right click an exception and select Create Action Rule From Selected.
    In this example, you will create an action rule to resolve Error Code 742.
    Create Action Rule from ExceptionImage Modified
  4. In the Create New Action Rule dialog box, enter the rule name and description. 
    Create New Action RuleImage Modified
  5. For the Rule Invocation Type, click the browse button and double click the appropriate folders to select a panel.
    In this example, click the browse button and double click eagle, double click star, and double click trade. Click Open Debt Bond and click OK.
    Create Action RulesImage Modified
  6. After you have selected the panel, click the tabs under Rule Properties and complete the appropriate fields in each tab.
    In this example, click the Categories tab to add the new action rule to two categories.
    Create Action Rules - Categories TabImage Modified
  7. Check the appropriate boxes for the categories and click Save.
    In this example, check the System: Open Panels and Panels categories.
    Create Action Rules - Categories TabImage Modified
    In the Action Rules Settings workspace, you see the Action Rules Summary with the new rule added to the categories you selected.
    Categories ListImage Modified
  8. Click the Rules List tab to see the rule and its details.
    Rules ListImage Modified
  9. To return to the Exceptions workspace to reprocess the exception with the newly created action rule, click the X in the Action Rule Settings bottom tab.