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Catalog Item Rules

Overview​

Catalog Item Rules lets you view and manage rules for a single catalog item in the Budget Estimator module. From the Rules tab on a catalog item, you work with rule details such as Rule Name, Rule Match, and Rule Condition List.

How to access​

  1. In the Budget Estimator module, click the Catalogs tab in the header navigation.
  2. Open a catalog item.
  3. In the catalog item tabs, click Rules.

Key features​

  • View catalog item rules in the Rules tab (Catalog Item Tabs: Catalog Information, Attachment(s), Rules, History).
  • View rules in a table with these columns: Actions, Title, Notes, Priority, Created On, Created By (Catalog Rules Table).
  • Click Create New Rule.
  • Click Edit rule.
  • Click Delete Rule (modal title: Delete Rule).
  • Click Link Existing Rules (modal title: Link Existing Rules).
  • Click Link Selected Rules.
  • Click Unlink rule.
  • Use Condition List / Rule Condition List and Rule Match when working with a rule.
  • Add a Note to Rule.

Field descriptions​

  • Title: The rule title shown in the Catalog Rules table.
  • Notes: Notes shown for the rule in the Catalog Rules table.
  • Priority: The rule priority shown in the Catalog Rules table.
  • Created On: The date the rule was created (Catalog Rules table).
  • Created By: The user who created the rule (Catalog Rules table).
  • Rule Name: The name of the rule.
  • Rule Match: The rule match setting.
  • Rule Condition List: The list of conditions for the rule.
  • Condition List: A list of conditions used with rules.
  • Note to Rule: A note attached to the rule.