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.

    • During the creation or editing of a rule, Productivity Automator validates all queue categories and associated date ranges used within the Matched Actions, Unmatched Actions, or Failure Handler steps. A rule can only be saved or published when all referenced categories and date ranges are active in the specified PCC.

  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 a broken rule.

  4. Optionally, click Save to save your rule, which saves the rule as inactive.

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

    • If any category is inactive or missing, Productivity Automator displays a validation message when the user attempts to Save or Publish the rule. The notification includes a table listing the PCC, queue, category, and date ranges to quickly identify the issue. Return to the Matched Action, Unmatched Action, and/or Failure Handler to update the rule or temporarily dismiss the message while activating the category in Travelport+.

    • For example, if you add a queue category into an Action, and don't set up the associated category, an error message similar to the following bullet may display.

    • For convenience, the notification also includes a link to the relevant knowledge base article, guiding you through the process of activating queue categories and date ranges.

    • 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.

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