After you add categories and subcategories, you associate them to the appropriate rules. You can associate a rule with one or more categories and subcategories at a time, depending on the context in which you are working, and can modify these associations at any time. When you associate a rule with a subcategory, the parent category is associated by default.
There are multiple ways to associate categories to rules:
- When you create or edit a rule.
- From a library rule's context (right-click) menu.
- When you view business rule search results or display business rules in a List View. Use this method to associate categories and subcategories to multiple rules at a time. The rules you select must be of the same type, either ABRs or EBRs, and either library rules or rules residing outside the Library.
Associate categories and subcategories with a single business rule
To associate categories and subcategories with a single business rule
-
To the right of the Categories section click the ellipsis button (
) . The Add/Edit Category window opens.
-
To add a subcategory to a category, click a category's plus button (
) in the Add column. The Add sub-category window opens.
Associate categories with a single library business rule
To associate categories with a single library business
rule
- On the Discover or Develop bar, click the Library tab.
- Navigate to the rule with which you want to work.
- Right-click and select Categorize rules. The Add/Edit Category window opens.
- Associate categories and subcategories as needed. See Step 3 above.
Associate categories to multiple rules at a time
To associate categories to multiple rules at a
time