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To manage action rule categories:

  1. In User Administration, click Setup and then click Action Rule Settings.
  2. 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. To edit an action rule category, click Edit on the ribbon or on the right click menu. To make copy of a category, click Duplicate. To delete a category, click Delete.
  6. To add a rule to a category, in the Action Rule Settings workspace, click the Rule List tab, right click a rule and select Edit.
  7. In the Edit Action Rule Settings dialog box, click the Categories tab, check the appropriate category and click Save.
    In this example, check the Test NG category. The Logon/State History (Last 10 days) Test rule now belongs to two different categories: Users and Test NG.
  8. Click the Categories List tab to verify that the Example: New Action Rule Category now contains the Example: Reprocess BUY Action Rule.
  9. 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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