Edit a Ruleset's Metadata

Take the following steps to edit the name or description of a ruleset.

Note: When you make changes to a published ruleset, a new version is generated.

  1. From the Rulesets page, locate the ruleset you wish to edit.

  2. Click the menu icon in the rightmost column and select Edit Metadata.

    The Update Ruleset page displays.

  3. Make changes to the ruleset's metadata as you see fit.

  4. Click Save.
    The portal saves your changes. If the ruleset was in a draft status before editing, it remains a draft with the same version number. If the ruleset was in a published status before editing, the portal changes the status to draft and increments the version number by one.

    Note: To use the draft ruleset in workflows, you must first publish it by clicking Publish Ruleset.