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Update/Edit Business Rule Set

Update/Edit Business Rule Set

1 - Click into the Client Admin Center .
2 - Click on System
3 - Click on Business Rules in the dropdown.

System Settings

4 - Click on the Business Rule Sets tab.

System Settings

5 - Click on the Business Rule Set that you want to change.

System Settings

6 - If you want to change the:

  • Business Rule Set Name - Click into the Name box under Rule Set and edit as desired
  • Assigned Projects - Check and uncheck the projects as appropriate under Assign Projects
  • Required Fields - Check and uncheck the Registrant and/or Inventory fields as appropriate under Required Fields
  • Custom Fields - Check the appropriate Custom Field(s) under Custom Fields
  • Values are unique to the: - click on the dropdown and select Project or Client as desired
  • Required - check or uncheck the box as desired
 System Settings

 

7 - Click Save