Creating Rules

  1. Open the Rules page.
  2. Click the down arrow next to New .
  3. Select the type of rule you want to create, then click Next.
  4. Type a name that is unique to the rule type. You can also add a description to remember the rule purpose.
  5. Depending on the type of rule, you may have more fields to interact with. Additional notes for these rules can be found in the next sections.
  6. Click Create.

You can view the new rule in the list on the Rules page.

Creating a Document Merge Rule

Click the upload button when creating a Document Merge rule to upload a Word or PDF document that you want to update.

Creating a Query / Lookup Table Query

Choose between the following options when creating a Lookup Table Query:

Query on lookup table

1. Click the link icon to go to the lookup table listing page. (optional)

2. Click the drop down menu to select a query type.

Query on data source

1. Click the link icon to go to the data source listing page. (optional)

2. Click the first drop down menu to select a query type.

3. Click the second drop down menu to select a data source.

Creating a Web Request Rule

Choose between the following options when creating a Web Request Rule:

Web Service Connection

1. Click the link icon to go to the web service listing page. (optional)

2. Click the drop down menu to select a web service.

Application Connection

1. Click the link icon to go to the application connection listing page. (optional)

2. Click the drop down menu to select an application connection.

Creating a Script Rule

Choose between the following options when creating a Script Rule.

1. Click the link icon to go to the remote agent listing page. (optional)

2. Click the drop down menu to select a remote agent.

Note: You can create up to 1,000 of any rule type (e.g., 1,000 decision table rules). Learn more about service limits