Search

InterAction® Windows Client Answer Center

Managing Rule Collections

  • Updated

InterAction provides five rule collections that should meet most of your needs. These are the following:

  • Unmanaged
  • Partially Managed
  • Managed
  • Highly Managed
  • Externally Owned

Each rule collection’s settings are set to match the description for the rule collection. For example, the unmanaged rule collection is set to automatically accept all adds, edits, and deletes, however the highly managed rule collection requires a submit or review action for all adds, edits, and deletes.

If these rule collections do not exactly meet your needs, you can customize them by changing the rule for each action. For example, your organization may be concerned with address formatting and decide that all adds and edits of addresses must be reviewed. Rather than building a rule collection from scratch that meets these needs, you can modify the provided rule collections to follow these rules. For more instructions, see the following sections:

  • Modifying an Existing Rule Collection for Contact Types, Marketing Lists, or Rule Sets
  • Create a Rule Collection
  • Edit a Rule Collection
  • Delete a Rule Collection

Modifying an Existing Rule Collection for Contact Types, Marketing Lists, or Rule Sets

If you edit a rule collection, be mindful of how your changes may affect other rule sets that use the rule collection.

  1. Open the rule collection.

    You can one of these methods to open the rule collection:

    • In InterAction Administrator, double-click the Data Change Management Configuration entity, then choose Rule Sets > Edit > Details.

    • In the Windows Client, choose Folder > Edit > Data Change Management Rule Set Details.

  2. Modify the rule collection and choose OK.

  3. Specify where the change should apply.
    • If you intend the change you made to only apply to the current rule set, contact type, or marketing list, choose Change is for “rule set name” rule set. Then, enter a name for the new rule collection.
    • If you intend for the change you made to apply to all contact types, marketing lists, and rule sets that use the rule collection, choose Change applies to the “rule collection name” rule collection and all other rule sets that share the collection.
  4. Choose OK.

Create a Rule Collection

  1. Log on to InterAction Administrator.
  2. From the main window entity list, double-click Data Change Management Configuration.
  3. Choose Rule Sets.

  4. On the Data Change Management Rule Sets dialog box, choose Rule Collections.

  5. On the Data Change Management Rule Collections dialog box, choose New.

  6. On the New Rule Collection Details dialog box, enter the Name of the rule collection.
  7. To base your rule collection on an existing rule collection, select the rule collection from which you would like to create the new collection.
  8. Apply the rule to one or several fields.
    • To apply a rule to several fields, mark the fields you want to apply the rule to, select the rule in the Apply the Rule to Marked Fields section, select the notify box if you wish to notify other data stewards responsible for the contact (available only if you select Review or Submit), and choose Apply.
    • To apply a rule to a single field, select the field and then click on the rule to choose a different rule from the drop-down menu.
  9. To change the notify setting for an individual field, select or clear the Notify check box.
  10. When finished, choose OK.

Edit a Rule Collection

  1. Log on to InterAction Administrator.
  2. From the main window entity list, double-click Data Change Management Configuration.
  3. Choose Rule Sets.

  4. On the Data Change Management Rule Sets dialog box, choose Rule Collections.

  5. Select the rule collection you wish to modify and choose Edit.

  6. Edit the fields and choose OK. Your changes will immediately apply to any rule sets, contact types, or marketing lists using this rule collection.

Delete a Rule Collection

You cannot delete the rule collections provided out of the box with InterAction.

An alternative to deleting a rule collection is to make it inactive. When a rule collection is made inactive, it cannot be used to create new rule sets. Because it is much easier to just reactivate a rule collection than it is to recreate one, consider inactivating a rule collection instead of deleting it. You can inactivate a rule collection from the edit dialog box for that collection.

  1. Log on to InterAction Administrator.
  2. From the main window entity list, double-click Data Change Management Configuration.
  3. Choose Rule Sets.

  4. On the Data Change Management Rule Sets dialog box, choose Rule Collections.

  5. On the Data Change Management Rule Collections dialog box, select the rule collection you wish to remove and choose Delete.
  6. Choose Yes on the confirmation dialog box.