If you have permissions to do so, you can create, modify, and remove rules.

​

To create a rule:

1. Go to Gear Menu > Rules Management
2. Click Create a new rule
3. Give the rule a Title and a Description
4. Define the fields in the Input Data and Output Data components,
   where the possible field types are:
   • Text, Phone, Email
   • Number, Number with Decimals
   • Date, DateTime
5. Define the rule's processing steps

To modify a rule:

1. Go to Gear Menu > Rules Management
2. Select a rule.
3. Checkout the rule.
4. Make your changes:
   • Modify the process associated with the rule
   • Change it's input and output data components
   • Modify its integrations.
5. Checkin the rule.

To remove a rule:

1. Go to Gear Menu > Rules Management
2. Select a rule.
3. In the Summary tab, under the rule's gear icon, choose Delete Rule.
   (This option is enabled only if the rule has been retired, and if it is not in use.)