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Create and manage rule templates

Learn how to create and manage rule templates by navigating to the Rule Template Library, adding a new template, and configuring it using the Rules Builder.

Take the following steps to create a rule template:

  1. Navigate to Settings > Rule Template Library .
  2. Click + Add A Rule Template .
  3. Enter a title and description for the template.
  4. Select the rule builder type that fits the feature from the drop-down list.
  5. Create a template on the Rules Builder canvas. For more information about how to work with Rules Builder, see Get Started with Rules Builder .
    Note: To ensure that templates can work for different rules, you can only add output options to the template. Later when setting up specific rules, you can connect the template output options with specific outcomes or subsequent rules.
  6. After the template is set up, click Save Rule Template .

    Tip: You can adjust the size of the canvas using the Zoom In/Out and Full-screen buttons in the lower right corner.

    On the Rule Template Library page, you can preview the templates that are created. You can also edit, clone or delete templates.