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Bulk Create/Edit

Bulk Create

Only users with Tenant Admin will be able to Bulk create and Bulk delete the rules for any project eventhough they have write access for the same.

How to export a Bulk Create Template

  • From the list of Projects, select the project to which you want to add or create bulk rules.
  • Click on "Bulk Edit" button.

Existing Group - Click on "Bulk Create Template" button. - A JSON file containing a template for creating a new rule will be downloaded. - User can use the downloaded template by adding all the required details to create one or more rules.

Existing Group

How to import a Bulk Create Template

  • Click on "Import" button.

Existing Group

  • A modal will pop up where the user can upload the JSON file.
  • Click on "Upload" button to upload the template.

Existing Group

Key-highlights
  • The file type must be JSON.
  • The file cannot be empty.
  • The "Rule Code" is a required field and cannot be empty.

Bulk Edit

How to export a Bulk Edit Template

  • From the list of Projects, select the project to which you want to add or create bulk rules.
  • Click on "Bulk Edit" button.
  • Under the "Basic Search" fill in the necessary details, and click on "Add Filter" button. User can apply one or more search conditions.
  • Click on "Search" button".

Existing Group

  • Set of rules will be populated in the below table, based on the search query.
  • User can select one or more rules and then click on "Export" button to download the JSON template for the selected rules.
  • User can use the downloaded template the modify the rules.

Existing Group

How to import a Bulk Edit Template

  • Click on "Import" button.
  • A modal will pop up where the user can upload the JSON file.
  • Click on "Upload" button to upload the template.

How to Inline Edit Rules

  • Under the "Basic Search" fill in the necessary details, and click on "Add Filter" button. User can apply one or more search conditions.
  • Click on "Search" button".
  • Set of rules will be populated in the below table, based on the search query.
  • User can select one or more rules and then click on "Inline Edit" button, which will redirect the user to the Inline Edit page. The selected rules "Rule Codes" will be displayed in the left sidebar, and the rule edit page will appear on the right hand side.

Existing Group

  • User can edit the rules, and the edited changes can be viewed by clicking on the "Preview" button.
  • The Preview page will display both the original values on the left hand side and the newly edited changes on the right hand side for comparison.
  • User can click on "Save" button to save the latest changes.

Existing Group Existing Group

Key-highlights
  • User cannot switch between multiple rules without saving their changes, otherwise, the unsaved changes will be lost.

How to delete rules

  • Click on "Bulk Edit" button.
  • Under the "Basic Search" fill in the necessary details, and click on "Add Filter" button. User can apply one or more search conditions.
  • Click on "Search" button"
  • Set of rules will be populated in the below table, based on the search query.
  • User can select one or more rules and then click on the "Delete" button.
  • Clicking on the "Delete" button deletes the selected rules from the project.

Existing Group Existing Group

Read only user

  • The users those who doesn't have write permission will see the "Bulk Edit" button disabled in the Rules Dashboard page.

Existing Group