Manage Rules

The existing Rules are stored in Reporting Intelligence > Intelligence Layer > Configure > Rules. In this space, you can view and manage Rules, for example disable, edit, delete or duplicate them.

View Rules Details

To view an existing Rule details, follow these steps:

  1. Navigate to Reporting Intelligence > Configure > Rules and on the list of Rules find the one you want to view.
  2. Click on the Rule. Alternatively, click the icon and from the list of options and select View Details. The software displays the Rule Details modal containing information about the Rule and Rule history.
  3. (Optional) You can edit the Rule if needed by clicking the Edit button.
  4. After reviewing the Rule details, click Okay to close the modal.

After viewing a Rule, you may proceed to perform other Rule-related actions. You may, for example, disable a rule, edit it, or change the rule owner. For more information, see the following sections:

Disable Rules

Newly created Rules are always active by default. However, you can conveniently disable them. To disable a Rule, follow these steps:

  1. Navigate to Reporting Intelligence > Intelligence Layer > Configure > Rules.
  2. On the list of Rules, navigate the one you want to disable.
  3. Disable the toggle on the Rule tile.

The rule has been disabled. You will not receive results connected with this rule. You can enable the Rule again at any time.

Edit Rules

You can edit the existing Rules by adding or removing subscribers. To edit an existing Rule, follow these steps:

  1. Navigate to Reporting Intelligence > Intelligence Layer > Configure > Rules and on the list of Rules find the one you want to edit.
  2. Click on the Rule and select the Edit button in the Rule Details view. Alternatively, click the icon and from the list of options, select Edit. The software displays the Edit Rule modal.
  3. Introduce the changes.
  4. Click Done.

The software applies changes to the existing Rule. Next time the software runs your report, the Rule agent will perform data analysis based on the modified Rule.

Change a Rule Owner

Before you start, make sure that a new Rule owner has a Designer license.

If you want to change transfer the ownership of a Rule, do the following:

  1. Navigate to Reporting Intelligence > Configure > Rules and on the list of Rules find the one you want to change.
  2. Click on the Rule. The software displays the Rule Details view. At the top right corner of this view you'll find the Change Owner button.
  3. Click the Change Owner button. The software opens the Transfer Rule Ownership modal with the current owner's name.
  4. From a Transfer To dropdown select a user who will become the owner of the rule.
  5. Click Transfer Ownership button to confirm.

You've transferred the Rule ownership to a selected user. From now on, this user has full control of the Rule.

 

 

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