Manage Actions

Actions are typically added upon the creation of a new FBR. However, you can always edit a rule at a later time and add, clone, or delete actions as necessary.

To edit, clone, add, or delete an action

1. From any page, go to Administration: Business Rules. The Business Rules page opens. 
   
   

2. Click the name of the rule you want to edit. The Rules Editor page opens.
   

3. Scroll down to the THEN section and perform any of the following tasks:

   • Add an action.
     To the right of any existing action, click the plus icon. Complete the fields as appropriate for the new action.

   • Edit an action.
     Click in any field of an action that requires an update or edit and make any necessary changes.

   • Clone an action.
     Click the clone icon to the right of the action you wish to clone, and then adjust the field selections as necessary.

   • Delete an action.
     Click the minus icon to the right of the action you wish to delete. When the confirmation window opens, click Yes.

   • Reorder actions.
     Use the up and down arrows to the left of an action to reorder it, placing each action in their appropriate positions within the list. 

4. Click Save.