Creating a ruleset version

Create a new version of an existing ruleset or create a new ruleset with an associated ruleset version.

1. In the navigation panel, click Records > SysAdmin > RuleSet.
2. On the Ruleset instances page, click Create.
3. On the Create RuleSet Version page, in the RuleSet Name field, enter a name starting with a letter, or press the Down arrow key to select an existing ruleset.
   Result: When you enter a new ruleset name, the system enters a default three-part version identifier of 01-01-01 in the Version field, and a unique two-part short description comprising the name and the default version in the Description field.

   For more information, see Create RuleSet Version form fields.

4. Optional: To...select Branch RuleSet.
   1. In the Branch ID field, select
   2. In the Ruleset to branch field, select
5. Optional: To add this ruleset version to the top of the Application Ruleset list in the current application rule, select Update my current Application to include the new version (Quick Create Only).
   1. Click Create and close.
      Result: The system saves the ruleset and version without opening the ruleset form.
6. Click Create and open.
7. On the Versions tab, in the Validation mode section, select a validation mode.
   • Application Validation
   • Ruleset Validation
   The system displays the following fields:

   • Secure – Identifies a locked or unlocked ruleset version.
   • Effective Start Date – Displays the date on which the rule was created.
   • View History – View the history of the ruleset version, such as the time it was last updated.
   • Required Rulesets and Versions – This option appears when you select Ruleset Validation. Enter one or more ruleset versions that the ruleset version requires as a prerequisite.
   • Version – Displays the ruleset version.
   • Description – Displays the description that the system generated when you entered a ruleset name on the Create RuleSet Version page. Keep the default description or modify it.
   • Approval required – Select this option to require a development approval workflow, identified in the RuleSet Name rule, for checking in rules for this version of this ruleset.
   • Checked out – Displays the number of rule instances that use this version that are currently checked out. To view the number of rule instances grouped by rule type, click the number that is displayed in this column.
   • All rules – Displays the number of rule instances using this version. To view a summary report of the number of rules by rule type, click the number that is displayed in this column.
8. Optional: To lock a version, in the Secure column, expand the row and complete the following steps:
   1. Click Lock and Save.
   2. In the Lock Ruleset Version window, enter a password and click Submit.
9. Optional: To unlock a version, in the Secure column, expand the row and complete the following steps:
   1. Click Unlock and Save.
   2. In the Unlock Ruleset Version window, enter a password and click Submit.
10. Click Save.