Summary

This page provides instructions for reviewing the Summary page. This is Step 7 of the rule creation flow.

The Summary page lets you review and edit your rule if needed. If any conflicting actions have been added in the previous steps, a warning displays at the top of the page.

To review your rule and fix any errors:

  1. Review any error messages at the top of the screen and take note of the areas that need amending.

  2. Select the affected area in the associated areas by clicking the Expand or Collapse arrows.

  3. Click the Edit button to display the associated page, where you can fix the rule.

  4. Click the Publish button to publish the rule to the Overview tab dashboard.

    • The new rule displays at the top of the list of rules.

    • A banner “Rule has been saved” displays for few seconds on the top of the page.

  5. The rule is published as Active. To Deactivate, click on the rule in the overview page and select Deactivate rule.