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How to Move a Rule within a Ruleset

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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.

  1. Select the Delete icon next to the rule you are looking to move.
  2. Find where you would like to move the rule and then select +Add Below next to the rule above. 
  3. 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. 

  1. Select Export Rules from the More Actions menu on the right of the screen.

 

  1. 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.
  2. 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. 
  3. Save the file and go back into Unimarket and select the More Actions menu and select Import Rules.

  1. Select Browse and locate the file to import.
  2. Click OK once you have selected the correct file and the rules will start importing in the updated order.

  1. 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.  

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