Manage Rules

This outlines how to manage Rules in Events in Back Office, tailored for the Events Portal.

Subjects ▼

How To Add A Rule
How To Edit A Rule
How To Delete A Rule

How To Add A Rule ▲ ▼

This can refer to either one of the following:

Add A Rule To A Catalogue ▲ ▼

To add a Rule to a Catalogue, do this:

In the Event Catalogues screen:
- In the Catalogue section:
  - Select the Catalogue in the grid to which a Rule is to be added. Once selected a list of it's current Menus will be displayed in the Menus tab.
  - Select the Rules tab. Once selected a list of existing rules (if any) will be displayed in the grid. In the Rules tab:
    - Select the Add button to display the Rule Builder Wizard screen.
    - Refer to the Add A Rule Using The Rule Builder Wizard section below for more information.
    - The new Rule will now be listed in the grid under the Catalogue section.
    - Select Save to save the changes.

Add A Rule To A Menu ▲ ▼

To add a Rule to a Menu, do this:

In the Event Catalogues screen:
- Select the Menu Builder button to open the Menu Builder screen:
  - In the Menus section select the Menu from those listed in the grid. Once selected a list of it's current Items will be displayed in the Menu Items tab.
  - Select the Rules tab. Once selected a list of existing rules (if any) will be displayed in the grid. In the Rules tab:
    - Select the Add button to display the Rule Builder Wizard screen.
    - Refer to the Add A Rule Using The Rule Builder Wizard section below for more information.
    - The new Rule will now be listed in the grid under the name of the Menu it was added to.
    - Select Save to save the changes.

Add A Rule Using The Rule Builder Wizard ▲ ▼

To illustrate this, the Rule of a minimum spend of $25 per person will be created as an example.

In the Rule Builder Wizard screen:
- Give the new Rule an appropriate name. In the example, Minimum $25 spend per person was entered.
- Select from the Status drop down list the appropriate option. This will by default be set to Active. In the example, the Active option was selected.
- Select from the Type drop down list the appropriate option. This will by default be set to None. In the example, the Spend option was selected.
- If the Subtype drop down list is enabled as a result of the Type option selected above, select the appropriate option. This will by default be set to Minimum. In the example, the Minimum option was selected.
- If the Amount Type drop down list is enabled (on the right hand side) as a result of the Subtype option selected above, select the appropriate option. This will by default be set to Fixed Amount. In the example, the Per Guest option was selected.
- If the Amount (Qty/$) setting is enabled (on the right hand side) as a result of the Subtype option selected above, enter the appropriate amount. This will by default be set to $0.00. In the example, the value of $25.00 was entered.
- Select from the Add drop down list the appropriate option. For example:
  - Catalogue - To add a Rule to a Catalogue.
  - Menu - To add a Rule to a Menu.
  - In the example, the selected Catalogue Family Show will be added to the grid.
- Select from the Match drop down list the appropriate option. This will by default be set to Any Combination. In the example, the Any Combination option was selected.
- Select the Accept button to save the new Rule and close the wizard.

Example of a Rule being added to a Catalogue

How To Edit A Rule ▲ ▼

In the Event Catalogues screen:
- In the Catalogue section:
  - Select the Catalogue in the grid for which the Rule is to be edited.
  - Select the Rules tab. Once selected a list of existing rules (if any) will be displayed in the grid.
  - Double click the Rule to be edited to open the Rule Builder Wizard screen.
  - Make the changes that are required and then select the Accept button to accept the changes and close the wizard.
  - Select Save to save the changes.

How To Delete A Rule ▲ ▼

In the Event Catalogues screen:
- In the Catalogue section:
  - Select the Catalogue in the grid for which the Rule is to be delected.
  - Select the Rules tab. Once selected a list of existing rules (if any) will be displayed in the grid.
  - Select the Rule to be deleted and then select the Remove button in the footer of the Rules tab.
  - The Rule will be removed from the grid.
  - Select Save to save the changes.

End of article. ▲