Creating rule groups and rules #

Rules are created within rule groups. To create a rule, first you need to create a rule group. In the Extension Kit interface:

1. Choose a module from the left sidebar.
2. Expand Rule groups (0) or right-click on Rule groups (0).
3. Click on Add Group.
4. Expand Group [1].

Within the rule group, the following fields are available:

• Name: Specifies the rule group’s name, for example, Document – Offer.
• Enabled: Specifies whether the rules in the group are in use.
  • Yes (default): The rule group is enabled and the rules will execute.
  • No: The rule group is disabled and the rules will not execute.

1. Expand Rules or right-click on Rules.
2. Click on Add Rule.
3. Expand Rule [1].

Organizing rule groups and rules #

If there are multiple rule groups within a module or multiple rules within a rule group, you can simply right-click on a rule group or rule to conveniently move them up or down the list. Other options available in this menu include copying the existing rule, removing it, or adding a comment to it.

Initial Steps #

To begin configuring a rule, you need to define four fundamental fields to establish the rule’s essentials. For detailed descriptions, please click on each field below:

• Name
• Description
• Enabled
• Configuration mode.

For further instructions on how to configure the rules within each module, see the Configurations section.