Managing Notifications → Notification Settings → The Rules View
The Rules view enables you to add, edit, delete, and copy When rules used by notifications and Termination rules used by escalations.
To open the Rules view, click the Notifications icon on the Administrator Portal, and then select Rules, as shown below.
The Rules view has the following parts:
To work with rules based on primary tables, use the Applications list to navigate through process apps and their corresponding applications. Expand and collapse the nodes to navigate through the tree. Select an application to open its associated workflows in the Workflow list.
To work with rules based on auxiliary tables, click Auxiliary Tables, and then select a table. All additions, modifications, or deletions of rules apply to the selected table.
Select a workflow or auxiliary table, and then click to add a rule. For details, refer to Creating Rules.
Select a parent workflow or auxiliary table and a rule, and then click to edit the rule. Rules created in a parent workflow are inherited in any sub-workflows. You can edit a rule at the workflow level at which it was created.
Select a workflow or an auxiliary table, select a rule, and then click Copy. For details, refer toCopying Rules.
Select a sub-workflow and a rule, and then click Override to override inherited rules. Overrides apply to the selected workflow only.
Click to refresh the page to its last saved state or to update the page after a deployment or promotion.
List all rules for the selected workflow or auxiliary table, or limit the list to those that are not used by any notifications.
Search for a rule by name. Searches are case-insensitive. Results are listed by name and application type.
Lists the workflows associated with a selected application. Click the column headers to sort the list by workflow name. The Workflow list is only available for notifications based on primary tables, and all additions, modifications, or deletions of rules apply to the selected workflow.
Lists the rules associated with the selected workflow or auxiliary table. Click the column headers to sort the list by rule name.
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