How can I locate a specific rule?
Oracle Service Cloud, All versions
When troubleshooting rules, the rule log lists the rules that act on a specific record. However, if your site has a lot of rules, it can still be difficult to locate a specific rule of interest.
With rules, you can use the Search feature to open a pop-up window to find specific text in the rule list. This allows you to quickly find a specific rule based on its name.
To find a specific rule in your site, use the steps below:
- Open the active ruleset for the record type of interest. For example, you can view the active Incident ruleset by selecting Configuration > Site Configuration > Rules. On the ribbon click the Incident button and then click the View Active button.
- Click the Search button located above the rule tree.
- Or another option is to Press CTRL + f to open the Find window.
- Enter the rule name or part of the rule name and press Enter or click Find.
When troubleshooting rules, be sure you are reviewing the active ruleset. The active ruleset is listed when you select View Active from the options listed for the rule type. For example, with contact rules, you can view the active ruleset by selecting Common Configuration > Rules > Contact > View Active.