Create and Manage Action Rule Categories

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 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.

    Create New Category dialog

  4. Click Save.

  5. To edit an action rule category, in the Categories List tab, 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.

    Action Rules Summary- Categories List

  6. To add a rule to a category, click the Rule List tab, right click a rule and select Edit.

    Action Rules Summary- Rules List

  7. In the Edit Action Rule Settings dialog box, click the Categories tab, check the appropriate category.
    In this example, this rule already belonged to the Users category. Check the TEST NG category. The Logon/State History (Last 10 days) Test rule will now belong to two categories: Users and TEST NG.
    Click Save.

    Edit Action Rules Summary - Categories tab

  8. In the Categories List tab, verify that the TEST NG category now contains the Logon/State History (Last 10 days) Test rule.

    Action Rules Summary- Categories List

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