Create Action Rule Categories

Owned by Natalie Gesin (Deactivated)
Last updated: Jul 11, 2023 by Jacob Mathews (Deactivated)
2 min read

In Automation Center, you can create categories so that action rules used to reprocess specific types of exceptions are grouped together and are easily accessed and applied.

To create an action rule category in Automation Center:

  1. In the Exceptions workspace, click Action Rule Settings in the toolbar.

    Create Action Rules Categories

  2. In the Action Rule Settings workspace, right click anywhere in the Categories List tab and select Create New.

    Create New Categories

  3. In the Create New Category, enter the category name and select the appropriate options.

  4. Click Save.

    Create New Category Dialog

  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 List

  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 Settings

  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 Category

  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.