These are the topics we cover in this article:
- Introduction to Rules Using an Example
- Create a New Rule
- Name and Description
- Choose an Action
- Apply a Workflow
- Apply a Label
- Active and Inactive Rules
- Deactivate a Rule
- Delete a Rule
- Reorder the Rules List
- Rule Audit Log
Introduction to Rules, Using an Example
Create a New Rule
Suppose that you need to create a rule that applies to any order for which the Billing Country is either Sudan or Nigeria, and also has an order Total of more than USD 100.
To create a rule, follow the steps in the sections below.
Name and Description
Step 1 — In the main menu, navigate to Settings > Manage Rules.
Step 2 — In the top-right corner, click the Create Rule button.
Step 3 — Enter a rule Name and Description. These should be sufficiently descriptive, since each of these will appear together with any order that triggers the rule. An example Name for a rule could be "Risky Country".
Step 4 — Use the Add Filter button to create filters for this rule. To learn how to create filters, see Using Filters.
Choose an action
- Approve - mark the order as approved to indicate that the order can continue as a valid order.
- Cancel - automatically cancel the order.
- Workflow - send the order to a special queue in which an analyst can review the order and make a decision.
Apply a rule
Choose a Label
Active and Inactive Rules
Deactivate a Rule
Reactivate a Rule
Delete a Rule
To delete a rule, click Manage Rules in the menu and—in the listing—locate the rule that you want to delete.
Click the Delete Rule button at the bottom of the rule detail panel
Reorder the Rules List
Rule Audit Log
To view the audit records for a particular rule, click Manage Rules in the menu and—in the listing—locate the rule that you want to audit.
Click the small See Audit Log link at the bottom-right of the rule detail panel.