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  1. In the Exceptions workspace, click Action Rule Settings in the toolbar.
    Create Action Rules CategoriesImage Modified
  2. In the Action Rule Settings workspace, right click anywhere in the Categories List tab and select Create New.
    Create New Categories Image Modified
  3. In the Create New Category, enter the category name and select the appropriate options.
  4. Click Save.
    Create New Category Dialog Image Modified
  5. 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.
    Create New Category Rules ListImage Modified
  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.
    Edit Action Rules SettingsImage Modified
  7. Click the Categories List tab to verify that the Example: New Action Rule Category now contains the Example: Reprocess BUY Action Rule.
    Action Rule Added to CategoryImage Modified
  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.