Saving

Open

Save As

You should be able to save your Rule at any time including when validation issues exist.

Click on “Save as” at the left of the Ribbon bar.

You will be prompted to provide:

Name: Name of your Rule. Remember that the name of the Rule will also be used in the URL to call the Rule. Therefore, a clear, concise and descriptive but short name is preferable. Please avoid special characters. We will pre-populate this with (Copy of) Existing Rulename when Save As is selected.

Description: Description of the expected use of the Rule. This will pre-populate based on the description of the Rule being saved.

Client: You will have decided upon a Client to apply to your Rule as you clicked through to Rule Designer. The Global Parameters for your chosen Client will have been applied as you developed the Rule.

At the point of save you could decide to save into a different client. Remember however that the values you have configured in the Rule apply to the Global Parameters in place for the current client. Saving into a different client will apply different validations and defaults and the response of your Rule in the new client may change.

Save

Once the initial save has been completed you can click on Save at any point to save when validation issues do not exist and where changes to the rule exist.

Click Close to leave Rule Designer and return to the screen where you entered Rule Designer. This is commonly the Rules screen but may be the Templates screen or Rule Groups.

You may have to refresh the screen for a newly created Rule to appear.

Identifying altered Rules

To remind you that unsaved changes exist we prepend an asterisk to the Rule name.

We will also disable the “save” option when no changes to the Rule exist.