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Create a rule with a template

Learn how to create and customize a rule using a template in the Payment Gateway Routing section.

Before you begin, ensure the following:

  1. On the Payment Gateway Routing tab, in the Routing Rules section, click Create Rule > Create from Template.
  2. In the Rule Templates dialog, select a template, and then click Use Template.

    The predefined rule appears on the canvas.

  3. Customize the predefined rule as needed.

    You can perform any of the following operations:

    • To edit a component, click the more icon on the component, and then click Edit.

      Note: Ensure that you edit the Assign Gateway action components to assign specific gateway instances to each branch.
    • To delete a component, click the more icon on the component, and then click Delete.

    • To add a component in the middle of a path:

      1. Delete the existing component at the position where you want to add the new component.

        Note: The existing component and all components after it are deleted.
      2. Click the plus icon on the connector line, and then add the new component.

      3. Add other components to build the rule path.

    • To perform an in-transaction retry based on the gateway response code without waiting for another retry cycle, add a Response Condition component after the existing Assign Gateway action component, and then add another Assign Gateway action after the Response Condition component.

  4. After you finish editing, name your rule.
    1. Click the pen icon in the upper left of the page.
    2. Enter a name in the field next to the Rename button.
    3. Click Rename.
  5. To save your rule, click Save in the upper right of the page.

The rule is created with an inactive status. To activate it, see Activate a rule.

The new rule appears last in the rule priority list. To change the priority order, see Prioritize rules.