Rulesets enable you to automate your manual task and further increase lead engagement. You can edit, delete and set default ruleset for a workflow via following steps .
Edit ruleset
- Go to Settings > Rulesets
- Hover on existing ruleset and click on any ruleset
- In the screen that appears, change the rule that needs amendment
- Click on Save
Delete ruleset
- Go to Settings > Rulesets
- Hover on existing ruleset and click on Delete icon
- Click Yes to confirm that you want to delete the ruleset
Please note: You can not delete default ruleset. You will have to change your default ruleset to another ruleset in case you want to delete it.
Set default ruleset
- Go to Settings > Rulesets
- Hover on existing ruleset and click on 3 vertical dots
- Click on Set as default
To know more about settings that can be controlled via ruleset, you can visit Workflow + Ruleset
