Automated Tasks: Editing / Deleting / Undeleting Rules


Existing rules can be edited at any time.  Note that this will not update any tasks that were already generated by this rule.

Edit

To edit a rule:

  1. Click Administrative > Tasks > Automation Rules.  The Automation Task Rules list will appear.
  2. Select the rule you want to edit and click Edit Rule.  Alternatively, you can double click on the rule.
  3. Step through the wizard by clicking Next and make any desired changes.
  4. Complete the wizard by clicking Finish at the end.

 

Delete

Rules are never truly deleted.  Instead, they get marked inactive and will not show in your list unless you check Show Deleted at the bottom.  Note that deleting a rule will not delete any tasks that it already generated.

To delete a rule:

  1. Click Administrative > Tasks > Automation Rules.  The Automation Task Rules list will appear.
  2. Select the rule you want to delete and click Delete Rule.
  3. You will see the rule turns red and the Is Active column will change to No.

 

Undelete

To undelete a rule:

  1. Click Administrative > Tasks > Automation Rules.  The Automation Task Rules list will appear.
  2. Check the Show Deleted box at the bottom.
  3. Double click or edit the rule you wish to make active again.
  4. Click Next all the way until the wizard completes.  Once you click Finish the rule will be active again.

 

 

Updated on Wed, 26 Mar 2025 by Dominick Mastri

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