Editing rule actions

You can follow these steps to make changes to the existing actions of a rule in your report template.

  1. Navigate to the Templates page.

  2. Click on the Edit link next to the template containing the rule you want to edit.
    Selecting the template to edit

Click the edit link next to the template you want to edit to navigate to the Edit Template page for that template.

  1. You should now be able to see the Edit Template page. Click the Edit link next to the rule you want to edit in the Rules section. Selecting the rule to edit

Click the Edit link next to the rule to edit that rule.

  1. Make your changes and click OK to save your changes. You can click here to find out more about the types of rule actions offered by Intelligent Reports. If you only want your rule to be executed if certain conditions are met, you can click here to find out more about conditionally executing rules.
Still have questions? Contact our friendly support team, we are here to help!