Create and Manage Action Rules

Owned by Natalie Gesin (Deactivated)
Last updated: Sept 18, 2023 by Pamela Totas (Deactivated)
2 min read

The Action Rule Settings feature requires specially designated administrative permissions.

To create and manage action rules:

  1. In User Administration, click Setup and then click Action Rule Settings.

  2. To create a new action rule, click Create New and select Action Rule.

  3. In the Create New Action Rule dialog box, enter the rule name and description and click the Execute Query drop down to select the query that will be executed by this rule.
    You can also select additional options in the General tab, if needed.

    Create New Action Rule - General tab

  4. Click the tabs under Rule Properties and complete the appropriate fields in each tab.
    For example, click the Categories tab to add the new rule to two categories: Users and TEST NG.
    Click Save.

    Create New Action Rule Categories tab

  5. In the Categories List tab, verify that the new rule was added to the categories you selected.

    Action Rules Summary - Categories List

  6. Click the Rules List tab to see the rule and its details.

    Action Rules Summary - Rules List

  7. To edit a rule, in the Rules List tab, click Edit on the ribbon or on the right click menu. To make copy of a rule, click Duplicate. To delete a rule, click Delete. To disable a rule, click Disable on the right click menu.

    Action Rules Summary Create Duplicate

  8. If needed, refresh, print, or export the information displayed in the workspace.