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Categorize a business rule

  1. For the relevant business rule, Edit a business rule.

  2. Go to the General tab.

  3. Click the Categories dropdown and select a category to put the business rule into.

    2022-04-19_15-12-55.png
    2022-04-19_15-14-49.png
    1. Optional: Repeat step (3) to select additional categories.

  4. To add a new category, click the Categories dropdown, enter a category name, and press enter on your keyboard.

    2022-04-19_15-16-21.png
    2022-04-19_15-16-59.png
  5. Optional: To remove a category, click its X button in the Categories dropdown.

  6. The business rule is now labeled with its categories in Business Rules > Rules.

    2022-04-19_15-19-01.png
  7. Click the Filter button to filter business rules by category.

    2022-04-19_15-20-30.png