Edit, Delete, or View History of a Rule
View a rule's details, criteria, actions, and history on the Rule's page by clicking a row in the Rules grid. This article covers every action you can complete via a Rule's page.
Edit a Rule
System Administrators can update rules at any time. Navigate to a Rule's page and click the Edit button. If any actions are triggered for the rule you are editing while you are completing your updates, the system will carry out the actions based on the rule configuration prior to your updates.
Uneditable Rule Fields
You cannot edit the "rule type" or "record type" fields after the New Rule form is initially submitted.
- Click the Edit button and the Rule's page will now be in edit mode, so you can use the text boxes, picklists, radio buttons, and other data input options to update the rule details and criteria, i.e. all information above the Actions section.
- Complete your changes to the rule details and criteria and click the Save button to submit your changes.
- To edit the existing rule actions, click an action row in the Actions grid, then click the Edit button and update any necessary fields for the action.
- Add a new action by clicking the “+” button in the Actions grid (see Add a Rule).
Delete a Rule
You cannot deactivate and reactivate rules. If you need the rule automation to stop triggering, you will need to delete the rule. You can delete rules from either a Workflow’s page or from a Rule’s page directly.
If you only need to delete a single rule, you can navigate to a Rule’s page. Click the Delete button at the top right.
You can also delete multiple rules from the Workflows grid. Use the page menu to filter for rule records. Select the checkbox in the leftmost column for each row you would like to delete, then click the Delete button above the grid.
View a Rule's History
The History tab on the Rule's page displays a list of all actions that have been performed on the rule record, for example adding or updating actions. Any actions that it has resulted in for records in the application are not recorded on the Rule's page, but on each record's page history tab. The History grid cannot be exported as it contains multiple data types.
