About the Refactor Rules tool

Purpose

You can use the Refactor Rules tool to move rules with a specific Applies To class from one RuleSet into another RuleSet or another Applies To class, removing them from the current RuleSet. For example, if the work class MyCo-Mortgage-West- has 200 applicable rules    — 200 rules which apply to that class — in RuleSet version MyCo:03-04-07, you can move them all into class YourCo-Mortgage-East- and RuleSet version YourCo:01-01-01 with this tool.

Prerequisites

Note these prerequisites and limitations:

• The RuleSet version or versions currently containing the rules to be copied must not be secured.
• The class must allow rules in the target RuleSet.
• Only rules that have an Applies To key part matching the single source class are moved. Rules with no Applies To key part are not affected by this tool.
• Rules that are checked out are not moved.
• The rule to be moved must not have the same class, other keys, and RuleSet Version as an existing rule.

Starting the tool

From the Application Explorer, right-click the class that contains the rules. Select Refactor from the context menu.

For instructions on the form, see Help: Using the Refactor Rules tool.

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