Glossary Item Box

Squirrelcart v6.1.0

Reusing Rule Sets

Overview

If you wish to assign a Rule Set that you have defined on one record to another, you can do so as follows.

  1. Open the record where the Rule Set is already assigned
  2. Enter values in the Name and Description fields in the Rule Set Details section of the form:
  3. Click Save Changes
  4. Open the new record that you wish to add the rule set to
  5. Click the Add Rule button and move your mouse over the Saved Rule Sets sub menu. Click on the Rule Set you wish to add.
  6. Click OK to confirm that you want to replace any existing rules.
  7. Wait for the rules to be added, and then click Save Changes

 

When you add a saved Rule Set to another record, it is always linked to that original Rule Set. Changing something in the Rule Set on one record will also change it on all other records that the Rule Set was added to.

 

 

 


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