This is the management area for rules once they’ve been created from Rules Setup.
From here, RecordPoint provides the ability to:
- Add a New Item : allows the creation of a new rule by selecting from existing patterns and outcomes
- Perform a Trace: an existing rule to a content source
- Perform a Validate: rule matches for specific content
- Enable rules: Enables a selection of rules previously created in the Rules Setup process or disabled rule
Adding a rule
How to add a new rule
To create a rule using this process, patterns and outcomes must already be created in RecordPoint
- In RecordPoint, navigate to the Rules menu and select Manage Rules
- From Manage rules, select Add New Item at the bottom of the rules list
- A pop up form will appear
- Provide a title for this rule, it is recommended that a descriptive title is provided here
- Select the pattern(s) to associate to this rule by using the item check box
- To provide a priority for this rule, select the Override Priority check box
- Then provide a value in the Priority field (see article on Setting Rule Priorities
- Select an Outcome to associate to this rule by using the item check box
Only one outcome can be associated to a rule - Ensure the Enabled check box is selected if you wish to enable this rule on save
- Click Save
- Click Close to exit this form
Tracing a rule
Provides the ability to determine if the pattern components of a selected rule matches the pattern metadata from a record.
How to trace a rule
- In RecordPoint, navigate to the Rules menu and select Manage Rules
- Select a rule to trace
- From the Rules ribbon select Trace Rule
- Pop up dialogue will appear
- Note the rule previously selected is displayed here and a list of patterns associated with this rule
- Under Source, select the option best describing metadata of the record to trace
- For Record: Using search properties, search for the record to trace
- For Active Site: Provide the record’s active site URL
- For Manual: Provide the Field Name, value and type
- Click Trace once the content source fields have been completed
Validate a rule
Provides the ability to determine existing rule matches for a specific content source.
How to validate a rule
- In RecordPoint, navigate to the Rules menu and select Manage Rules
- From the Rules ribbon select Validate Rule (not required to select a rule to begin)
- Pop up dialogue will appear
- Under Source, select the option best describing metadata of the record to match to rules
- For Record: Perform a search using search properties and select a record to match
- For Active Site: Provide the record’s active site URL
- For Manual: Provide the Field Name, value and type
- Click Validate once the content source fields have been completed
- Results will be broken down into valid rules with a full match and rules with a partial match.
Enabling/Disabling a rule
By default, all rules created in the Rules Setup are disabled, this is to give users an opportunity to validate rule components before going live with a set of rules. Perform the steps below to enable rules.
To enable rules
- In RecordPoint, navigate to the Rules menu and select Manage Rules
- From Manage rules, under the Enabled column filter to False
- Select the rules to enable
- Navigate to the Rules ribbon tab and click Enable
- In the pop up window, click OK to enable rules selected
To disable a rule
- In RecordPoint, navigate to the Rules menu and select Manage Rules
- From the rule item drop down menu, select Edit Rule
- In the pop up window, under Enabled uncheck the selection
- Click Save and click Close to exit
- This rule has now been disabled
Note: Rules can only be disabled through Edit Rule and not through the Rules ribbon action