How to edit, remove, or disable a business rule

The following task describes how to edit, remove, or disable an existing business rule in Record Management:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Note If you have development and production tenants, all configuration changes must be made on the development tenant. For more information about synchronizing the tenants, see Dev2Prod - How to synchronize your development and production tenants.

In the main menu, select Administration > Configuration > Records.

Select the record type from the drop-down box at the top of the screen.

In the Processes and Rules tab, select an existing business rule for the record type or for a process, metaphase, phase, or transition.

To edit the rule, click the parameters and enter or select the required parameter value in the appropriate edit box. To add or remove a condition, click Edit and select Add/Remove condition.
To add or edit a description of the rule, click Edit and select Add/Edit description. Enter your description in the text box.
To delete the rule, click Edit and select Remove rule.
To disable the rule, click Edit and select Disable rule. The rule remains in the process event, but is not implemented.
To re-enable the rule, select Edit and select Enable rule.

Click

Save to save your changes.

Note When working in Comparison mode, you can edit business rules in the Current workflow only. You cannot edit rules in the out-of-the-box workflow.