Working with a set of rules

You can easily view and maintain the individual rules that makes up the rule set. You can add, edit, and delete rules, make a rule inactive, and change the run order. You can also manually run rules.

You can create many rules to form a full set of rules, and then apply multiple rules to categories and folders.

When you select the Manage Rules action for a category/folder with defined rules, the Rules page is split into two.

The left side of the page lists the rules that make up the rule set. If the category/folder inherits rules from a parent category/folder, those rules appear here too. The rules run in the order they're listed. Inherited rules are always run first.

A check mark to the left of the rule means it's active.

Selecting an individual rule in this list displays its details on the right side of the page.

Adding to a set of rules

A set of rules can include any number of individual rules, and you can add new rules to a category or folder as you need.

Click Manage Rules when you're in the folder or category in the File Plan you want to manage rules for.

Tip: You can also hover over a category/folder with rules applied (indicated by the icon) and click More then Manage Rules.
Click New Rule.
On the New Rule page you can add a new rule to a set of rules in exactly the same way as the first time you created a rule, see creating a rule [7].

After creating the last rule you return to the Rules page. Any new rules created are added at the end of the rule set.

Editing a rule

You might need to revisit your rules from time to time and make some changes to keep them current. If you don’t want to use a specific rule anymore but think you might need it again in the future, you can just disable it.

Click Manage Rules when you're in the folder or category in the File Plan you want to edit rules for.

Tip: You can also hover over a category/folder with rules applied (indicated by the icon) and click More then Manage Rules.
On the left side of the page, click the rule you want to edit.

Note: This will be shown in the rule summary on the right side of the page. You can't edit linked or inherited rules here; that has to be done in the category/folder where they were created.
Click Edit.
Make your changes. You can edit any of the rule details: name, description, rule definition, and options.
Click Save.

Reordering the rules in the rule set

As part of managing your rule set you can pick the order in which the rules are run. If your category or folder has inherited rules, those are always run first in the order they're listed. Any rules marked as inactive are simply skipped.

Click Manage Rules when you're in the folder or category in the File Plan you want to reorder rules for.

Tip: You can also hover over a category/folder with rules applied (indicated by the icon) and click More then Manage Rules.
On the left side of the page drag and drop rules to where you want them in the list.

Note: You can't reorder linked or inherited rules here; that has to be done in the folder where they were created. Click Reset to return the rule set to its last saved order.
Click Save.

Switching off inherited rules

If a category or folder is inheriting rules from a parent category or folder, you can easily switch them on and off as needed.

Switching inherited rules on and off works at an individual category/folder level, and will not affect any other categories/folders.

Click Manage Rules when you're in the folder or category in the File Plan you want to switch off inherited rules for.

Tip: You can also hover over a category/folder with rules applied (indicated by the icon) and click More then Manage Rules.

If a category/folder has inherited rules these are displayed on the left side of the page.
Click Inherit Rules.
Any inherited rules are switched off for the category/folder and Don't Inherit Rules is shown. You can click Don't Inherit Rules to switch inherited rules back on for the category/folder.

Deleting a rule

When a category or folder has a rule applied that you don't need anymore, you can delete the individual rule.

Click Manage Rules when you're in the folder or category in the File Plan you want to delete rules for.

Tip: You can also hover over a category/folder with rules applied (indicated by the icon) and click More then Manage Rules.
On the left side of the page, click the rule you want to delete.

If you might want to use the rule again, consider disabling it instead. Edit the rule to do that.

Note: You can't delete linked or inherited rules here; that has to be done in the folder where they were created.
Click Delete.
When you're asked to confirm the deletion, click Delete.