Rule Sets

Rule sets can be compared to a visual programming language. What you can do with the rule sets and custom rules is almost unlimited. In the following sections we will cover rule sets and the rules editor in more detail.

Naming and documenting

As already shown in the introduction, you can add documentation information to each of your rule sets. As rule sets are often interlinked, we strongly recommended doing this.

The file name for your rule set should be a single word (no spaces). It can be mixed case. To rename a rule set, simply change the name and click on rename.

Locking

To avoid more than one person working on the same rule set at the same time, the rule editor employs a locking mechanism. Once a rule set is opened in the rule editor, another user can only open it for viewing. You will receive notification messages if you attempt to open a rule set for editing in more than one window at a time.

The “Maintain Rule Set” page (shown above) will show which user currently holds a lock.

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