Creating an action rule template

You can create an action rule template if you want to create a number of action rules with similar content and structure.

Before you begin

To create an action rule template:

1. Select your rule project and on the File menu click New  > Action Rule Template.

   The New Action Rule Template wizard opens.

2. The default directory for templates to be saved is the templates folder in your rule project. If you want to save your template to a folder inside the templates folder, click Browse in the Folder field and navigate to the required folder.
3. Type the name of your action rule in the Name field.
4. Click Finish.

   The new action rule template is shown in the folder you specified, and the Action Rule Template guided editor opens.

5. Using the guided editor, build the contents of the template, leaving those parts of the rule empty where variations are likely to occur.

   In the Documentation section, you can enter information specific to the template. This information is not copied to the rules created from the template. To enter documentation that applies to all the rules created from the template, use the documentation property in the Properties view.

6. Save your work.

Results

You freeze parts of the rule template through the Action Rule Template guided editor.