Home > CDX > Business Rules and DOH Tasks > Manage Actions

Manage Actions

Actions are typically added upon the creation of a new FBR. However, you can always edit a rule at a later time and add, clone, or delete actions as necessary.

To edit, clone, add, or delete an action
  1. From any page, go to Administration: Business Rules. The Business Rules page opens. 
    Note: The image below reflects the page as seen by Department Administrators. What you see may be slightly different if you are a DOH Administrator.

    clipboard_e348812b743040721544a3adf130c3f64.png

  2. Click the name of the rule you want to edit. The Rules Editor page opens.

    clipboard_e488d6ae23f8ecb5c4015c3a66191b55a.png

  3. Scroll down to the THEN section and perform any of the following tasks:

    • Add an action.
      To the right of any existing action, click the plus icon clipboard_eaf5a7cfe72e8b544492d50dc1f2d4a0b.png. Complete the fields as appropriate for the new action.

    • Edit an action.
      Click in any field of an action that requires an update or edit and make any necessary changes.

    • Clone an action.
      Click the clone icon clipboard_ee1bf2aaa9e7eae5ffad801fa1892e645.png to the right o¬f the action you wish to clone, and then adjust the field selections as necessary.

    • Delete an action.
      Click the minus icon clipboard_ec1bbbce19b091b56a421bb7e70a31cda.png to the right of the action you wish to delete. When the confirmation window opens, click Yes.

    • Reorder actions.
      Use the up and down arrows to the left of an action to reorder it, placing each action in their appropriate positions within the list. 
      clipboard_e5c6fbbe75bd1d40859e2611d8e0fde02.png

  4. Click Save.

Last modified

Tags

Classifications

This page has no classifications.