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Rule structure and Rule flows

Rules overview​

All Rule Sets and rules appear under the Rules folder in the navigation pane.

The Rules folder contains:

  • A folder for each entity, field, or collection that has a Rule Set specific to its context
  • A folder that contains all Independent Rule sets

For more information about Rule sets as concepts, see the existing documentation on Rule sets.

To navigate to Rules, expand the Rules tab in the navigation pane.

Rule flow

The Rule flow provides an overview of your rule application. It visually represents the structure and flow of Rule sets.

It is possible to make edits from this view.

Screenshot of a Rule Flow

Editing behavior​

Edits made in the diagram update the corresponding Rule sets in the rule application.

The diagram reflects the current structure of the rule application and can be used to reorganize or navigate Rule sets.

Rule flow features​

1. Re-Layout
Tidies up the Rule flow after edits.

2. Add Rule Set
Adds a Rule Set to your Rule flow and your rule application.

3. Go to Rule
Navigates to the editor for that rule.

Color key​

  • Purple: Rule sets (dependent)
  • Red: End
  • Grey: Folders
  • Green: Entities, Rule sets (independent), Start

Rule folders and rule sets

Add a rule folder or a rule set​

  1. Open the rule menu.
  1. Select the context for your new rule. This creates a folder with the name of the entity.
  1. From here you can add a rule set or a folder.

  2. Within the Rule Set you can begin adding rules.

  1. You can click anywhere in the breadcrumbs to navigate to that location in the rule.

Rule settings​

Open the Rule settings by clicking on the settings icon.