You are here: Record management > Rule checkout and check-in > Checking out a rule > Checking out a rule to a branch

Checking out a rule to a branch

You can check out a rule to a branch so that you can make changes to a rule and then save it in the branch ruleset.

Because you cannot make changes to a final rule in its ruleset, you can check out the rule to a branch in your application, make changes, and then check the rule in to your branch.

  1. Complete one of the following actions:

  2. From the Branch list, select a branch and click Check out to branch.

    The system saves a copy of the rule to either your personal ruleset (for a private check out) or to your branch ruleset and then checks out the file.

  3. Modify the rule as appropriate.

  4. Click Save.

  5. Check in the rule. For more information, see Checking in a rule.

    You do not have to check in your changes immediately. You can log out and return to a checked-out rule later or click Discard to remove the rule from your personal ruleset.

    If you discard the checked-out rule, the copy of the original (source) rule created by the system in the branch ruleset remains in the branch ruleset.