To manage action rule categories:
- In User Administration, click Setup and then click Action Rule Settings.
- To create a new action rule category, click Create New and select Action Category.
- 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.
- Click Save.
- 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.
- 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.
- 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.
- Click the Categories List tab to verify that the Example: New Action Rule Category now contains the Example: Reprocess BUY Action Rule.
- If needed, refresh, print, or export the information displayed in the workspace.
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