Managing Event Rules

When you click the Event Rules node for a Site, the right pane provides controls for managing the Event Rules defined for that Site. Using this interface, you can do the following:

Edit - You can fine tune your Rules by adding, editing, deleting, and rearranging Conditions and Actions.

Delete - If an Event Rule is no longer needed and you are sure you will not need it again in the future, you can delete it. However, you can also disable the Rule so that, if you need the Rule again, you can simply enable it.

Clone - You can create a copy of Rule and modify it to your needs. You can then rename the Rule.

Prioritize - If you create more than one Rule for a single type of Event, EFT Server prioritizes the Rules in the order they appear on the Event Rules list. You can rearrange them using the Rule Priority buttons.

Disable - If you want to disable a Rule temporarily without deleting it, you can disable it by clearing the Enable this rule check box.

Rename - You can rename an Event Rule.

To manage the Event Rules

1. In the administration interface, connect to EFT Server and click the Server tab.

2. In the left pane, click the Site you want to configure, then click Event Rules. The list of configured Event Rules appears in the Event Rules node and in the right pane in the Rule list.

   

3. Click the Event Rule you want to change, then click a control (Edit, Delete, Clone). The right pane updates to display the details specific to that Event Rule.

To edit an Event Rule

1. To add a Condition to a Rule, click a Condition from the Conditions list then click Add condition. The Condition appears in the Rule pane below the current highlighted insertion point. You can add multiple Conditions to a single line and create AND/OR criteria.

2. To add an Action to a selected Condition, click it in the Actions list, then click Add action. The Action appears in the Rule pane below the highlighted Condition.

3. Configure the Condition or Action by clicking the underlined variables (red or blue underlined text)

4. You can reorder Conditions and Actions by dragging them where you want them and using the up  and down  arrows.

5. Click Apply to save the changes on EFT Server.

To delete an Event Rule

1. In the right pane, click Delete. A confirmation message appears.

2. Click Yes. The Rule is deleted from the Site.

To clone an Event Rule

1. In the right pane, click Clone. A clone of the Rule opens in the Event Rule editing pane and is added to the Rules list.

2. Edit the copy of the Rule as needed, then click Apply to save the changes on EFT Server. Your new Rule appears in the Event Rules node with "Copy" appended to the name.

3. To rename the Rule, in the left pane, right-click the Rule, then click Rename.

To change the priority of a Rule

1. In the right pane, click the Rule you want to move.

2. Under Rule Priority, click Higher and Lower.

Refer to Event Rule Order of Execution for details of changing the priority of a Rule.

To disable an Event Rule

1. In the right pane, clear the Enable this rule check box.

2. Click Apply to save the changes on EFT Server.

To re-enable an Event Rule

1. In the right pane, click the Enable this rule check box.

2. Click Apply to save the changes on EFT Server.

To rename an Event Rule

1. In the Event Rules node, do one of the following;

   • Right-click the Event Rule, then click Rename.

   • Click the Event Rule, then click it again. (Do not double-click it.)

   The name becomes editable.

2. Type the new name, then press ENTER or click away from the name. The name is changed.