Table of Contents


The Rules page provides the ability to manage data rules. Data changes are utilized to trigger actions based on data conditions.

Available operations:

  • Create new rules by clicking on the New Rule button
  • View a list of rules
    • Columns available
      • Name – Name of the rule
      • Description – Description of the rule
      • Conditions – Number of conditions of the rule
      • Actions – Number of actions of the rule
      • Status – Whether the rule is enabled or disabled
      • Execution Status – Status of the last execution (Success, Error, None)
      • Cascading – Whether cascading is enabled or disabled
      • Date Created – Date the rule was created
  • View or edit a rule by clicking the hyperlink of the Name field
  • Delete rules by selecting a rule (row) and clicking the Delete Rule button on the toolbar
  • You can also change the number of visible rows in the table, view full screen, set column visibility, export to CSV or Excel, refresh the table, and search for text

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Last updated on 11/4/2026

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