Rule Designer

Rules are created and edited in Rule Designer.

To create a new Rule, click on the Add (Plus) button in the Rules screen.

Rule Designer needs to understand the Client you intend to create the Rule in so it can apply the correct Global Parameter values and validations.

If you have not selected a specific client, we’ll ask you to confirm the Client to apply to the new Rule as you click through.

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Start Tile

The Rule Designer screen opens with a Start Tile. Click on the Start Tile and Rule Designer opens the Template Selection screen.

Open