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Managing Rules

Managing Rules

Owned by RecordPoint (Unlicensed)
Last updated: Nov 30, 2017
 Article Contents

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

Search for a Rule

To manage large sets of rules, use the search control at the top right of the Manage Rules page to filter the list of Rules. This search control can filter by Title, Pattern or Outcome.

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
  1. In RecordPoint, navigate to the Rules menu and select Manage Rules
  2. From Manage rules, select Add New Item at the bottom of the rules list
  3. A pop up form will appear
  4. Provide a title for this rule, it is recommended that a descriptive title is provided here
  5. Select the pattern(s) to associate to this rule by using the item check box
  6. To provide a priority for this rule, select the Override Priority check box
  7. Then provide a value in the Priority field (see article on Setting Rule Priorities
  8. Select an Outcome to associate to this rule by using the item check box
    Only one outcome can be associated to a rule
  9. Ensure the Enabled check box is selected if you wish to enable this rule on save
  10. Click Save
  11. 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

  1. In RecordPoint, navigate to the Rules menu and select Manage Rules
  2. Select a rule to trace
  3. From the Rules ribbon select Trace Rule
  4. Pop up dialogue will appear
  5. Note the rule previously selected is displayed here and a list of patterns associated with this rule
  6. 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
  7. 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

  1. In RecordPoint, navigate to the Rules menu and select Manage Rules
  2. From the Rules ribbon select Validate Rule (not required to select a rule to begin)
  3. Pop up dialogue will appear
  4. 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
  5. Click Validate once the content source fields have been completed
  6. 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

  1. In RecordPoint, navigate to the Rules menu and select Manage Rules
  2. From Manage rules, under the Enabled column filter to False
  3. Select the rules to enable
  4. Navigate to the Rules ribbon tab and click Enable
  5. In the pop up window, click OK to enable rules selected

To disable a rule

  1. In RecordPoint, navigate to the Rules menu and select Manage Rules
  2. From the rule item drop down menu, select Edit Rule
  3. In the pop up window, under Enabled uncheck the selection
  4. Click Save and click Close to exit
  5. This rule has now been disabled
Note: Rules can only be disabled through Edit Rule and not through the Rules ribbon action