Rule Manager

Rule Manager provides a single centralized location for managing rules and actions across multiple queues, replacing the previous Rules Templates functionality.

Note:

Rules Templates is being deprecated and replaced by Rule Manager. Migration is automatic.

Rule Manager enables you to manage rules across multiple queues efficiently from a single centralized location. It replaces the previous Rules Templates functionality, allowing you to view and configure all your rules and actions - whether they are shared across multiple queues or with just one specific queue - from one place.

Overview

Rules Manager provides a centralized view of all organization rules, with tabs for configuring conditions and actions and managing which queues each rule applies to.

The Rules Manager provides a comprehensive view of all rules configured within your organization. When you select a rule, you are presented with details organized into two main tabs:

  • Rules & Actions Detail: Configure the rule's conditions and actions (identical to how you would configure it on the queue level)

  • Linked Queues: Manage which queues the rule applies to, perform batch actions, and easily distribute the rule to new queues

Key benefits

Rules Manager delivers centralized rule management, consistent behavior across queues, flexible distribution control, and faster deployment to new queues.

  • Centralized management: Update rules across all queues from a single location

  • Consistency: Ensure identical rule behavior across multiple queues

  • Flexibility: Choose which queues to update while maintaining visibility of local modifications

  • Time savings: Deploy rules to new queues instantly without recreation

How to use Rules Manager

Create, configure, test, and distribute rules across multiple queues using the Rules Manager central interface.

Step 1: Access Rules Manager

Open Rules Manager from Settings to view all rules across your queues, then add a new rule or select an existing one to edit.

  1. Navigate to Settings > Rules Manager in your workspace

  1. You will see a list of all rules and actions across all your queues

  2. Click Add rule to create a new one, or click on an existing rule to edit it

Step 2: Configure the Rule

Configure your rule's identification, conditions, and actions in the Detail view, using the same options available at the queue level.

When creating or editing a rule, the Detail view offers the same configuration options found at the queue level (Identification, Conditions, and Actions).

Identification

Assign a short label and a detailed description to each rule to identify its purpose and make it easy to find in the Rules Manager.

  • Label: Short, descriptive name

  • Description: Detailed explanation of the template's purpose

Condition

Define rule conditions using TxScript expressions or the AI-assisted natural language editor, with field context provided by the selected test queue.

  • Define conditions using TxScript

  • Use the AI Edit condition feature with natural language

  • The selected test queue provides context for field references

Actions

Add, configure, and enable or disable actions that execute when a rule's conditions are met.

  • Add one or more actions to execute

  • Configure action-specific settings

  • Enable/disable actions as needed

Note:

When creating a rule centrally, you may need to select a test queue to provide context for field validation.

Step 3: Test your rule

Validate your rule against real documents from the selected test queue before publishing it to production queues.

Use the Test rule section to validate your template against real documents from the selected test queue.

Step 4: Manage Linked Queues

Add queues to the rule's distribution list, validate compatibility with each queue's schema, and review per-queue validation results before publishing.

Once your rule logic is defined, navigate to the Linked queues tab to determine where the rule will be applied.

This tab lists all the queues where the rule is currently present. Simply adding a queue to this list links the rule to it. You can also bulk remove Rule from the selected Queues.

To ensure the rule works correctly on the selected queues (which may have different schemas or field IDs), you must verify the configuration:

1. Add Queues: Click the Add queues button to select one or multiple queues where this rule should run

2. Validate the Rule: Click the Validate button in the top right corner. This triggers an immediate check of the rule's code against the specific configuration of each linked queue

3. Review Results: A "Validation" column will appear next to the queue names:

Green Checkmark: The rule is valid and compatible with the queue's schema

Red Warning: The rule is invalid for that specific queue. Hover over the error icon to view a detailed message (e.g., AttributeError: Field 'amount_due' is not defined), which provides hints on how to fix the incompatibility

Best practices

Follow these best practices to safely create and deploy rules: test thoroughly before publishing, review the distribution list, and preserve queue-specific customizations.

  • Test thoroughly: Always validate templates in your test queue before publishing

  • Review before publishing: Check the distribution list to avoid unintended updates

  • Preserve customizations: Use distribution toggles to maintain queue-specific requirements

Common use cases

Apply Rules Manager for standardized validation, company-wide business policies, multi-region consistency, and phased rule rollouts across queues.

  • Standardized validation: Deploy consistent data validation rules across all queues

  • Company-wide policies: Implement universal business rules (e.g., approval thresholds)

  • Multi-region operations: Maintain identical processing rules across geographic queues

  • Phased rollouts: Test rules in specific queues before company-wide deployment

Requirements

Access to Rules Manager requires administrator or manager permissions in Settings, at least one test queue, and a valid Rules and Actions configuration before publishing.

  • Access to Rules Manager in the Settings section (typically administrators and managers)

  • At least one queue selected for testing context

  • Valid Rules & Actions configuration before publishing