NextGen Knowledge Center

Create New Rules/Steps

As outlined in the Message Trees Tab section, new rules / steps can be generated easily from the inbound/outbound message trees. They can also be created manually.

  • Select the Add New Rule/Step task to the left:

  • A new rule/step is created and added to the table. To change the type of rule/step, double-click the cell in the Type column.

  • To change the name, double-click the cell in the Name column.

  • Some rule/step types have names auto-generated from the properties and so do not allow editing in the table.

  • If you are creating a filter rule, you can change the operator of the rule by selecting the AND or OR button next to the name.