Editing Rules

You can edit a rule name, conditions, and actions from the Edit Rule page. You can only navigate to this page via the Rules page, Edit button.

To edit a rule:

  1. From the Rules page, select the rule you wish to edit from the list, then click the Edit button. The Edit Rule - <rule name> page appears.

  2. In the Rule name text box, either leave the name as is or change it.

To edit a rule condition:

  1. Select the rule and click the Edit button. The Edit Rule Condition page appears.

  2. In the Where list box, either leave the option as is or change it.

  3. In the Comparison options, select either Contains or Does NOT contain.

  4. In the Search text box, either leave the text as is or revise it.

  5. Select or clear the Match Case check box. Click Save and Close to return to the Edit Rule - <rule name> page and your edited rule is displayed. Click the Save and Close button. The revised rule is displayed on the Rules page.

To edit/change a rule with multiple conditions:

  1. From the Rules page, select the rule you wish to edit from the list, then click the Edit button. The Edit Rule - <rule name> page appears.

  2. From the list of conditions, click the condition you wish to edit. Click the Edit button. The Edit Rule Condition page appears. Make changes in the Field, Comparison, Search Text, and Match Case areas.

Note: You can also click the separate AND or OR rows, click the Edit button, and exchange the conditions.

  1. Click Save and Close to return to the Edit Rule Page.

  2. Repeat the above for as many conditions you wish to revise. You can add more AND or OR conditions, move separate conditions up or down in processing order, or delete conditions as well. For special instructions regarding deleting from multiple conditions, see Editing Conditions.

  3. Click Save and Close to return to the Edit Rule - <rule name> page, with your edited rule displayed.

  4. Click the Save and Close button. The revised rule is displayed on the Rules page.