Users with the Community Administrator role can move an approval rule within a ruleset.
To move an approval rule within a ruleset, there are a few different options that are outlined below.
Note: Rules are executed from top down. So, it is important that rules are organized in the correct order. |
You can read below to find out more information on Rulesets or watch this short video:
Move A Rule Within A Ruleset
Go to the Administration module > select Approvals > click the Rulesets tab.
Click on the name of the Ruleset (e.g. Special Account Approval) to see a list of all of the account code rules under this ruleset and the chain that each is set to route to.
Option 1: Move a rule using the up and down arrows
By selecting the up or down arrows on the right side of the screen a rule can be manually moved to the desired place within the ruleset.
Option 2: Recreate the Rule
This is a good option to use especially if the specific ruleset has quite a few rules.
- Select the Delete icon next to the rule you are looking to move.
- Find where you would like to move the rule and then select +Add Below next to the rule above.
- Then Add the rule through the normal process.
Option 3: Do an Export and Import of the Rules
Doing an export of your rules and then importing your changes is also a good option when there are a lot of rules you are working with.
- Select Export Rules from the More Actions menu on the right of the screen.
- This will provide you with a CSV file of your current rules within the ruleset. You can download your export by going to the Task Menu > Background Jobs and selecting Download.
- The Excel is formatted in the same order that the rules are listed in Unimarket. Find the rule you are looking to adjust and move it to the desired spot.
- Save the file and go back into Unimarket and select the More Actions menu and select Import Rules.
- Select Browse and locate the file to import.
- Click OK once you have selected the correct file and the rules will start importing in the updated order.
- To ensure any rule(s) you added are working as expected, you can run a Test. See our article here on how to Test a Ruleset.