Making and Using Rule Templates

WestOderman

A rule template can be used to create a basis for future rules that get created. The following describes how to create one.

Creating the Template

1 Locate the intended rule to create as a template. If this rule is not created yet, do so now. For information on how to do so, refer to this article: https://documentation.decisions.com/docs/create-rules?highlight=rule

2 Right click the rule and navigate to Templates > Make Template

3 A popup will appear asking whether you are sure you want this designated rule to be a template. Select YES

4 The template has now been created and can be used

Using the Template

1 In a location intended to create a rule using the previously created template, select Create Rule

2 Navigate to the section with regards to the type of rule template you created, in this case, a statement rule

3 Select the newly revealed Template

4 Name and create this template

5 Ensure success