Managing Rules

The Business Rules page is where you manage every rule in your account. This article covers finding, ordering, editing, activating, and deleting rules.

How rules are grouped

Rules are organized by merchant, then by store, then by hook. Each group shows the count of rules and how many are active. Click a merchant or store header to expand or collapse the group.

The number to the left of each rule is its position within its group — lower numbers run first.

Filtering and searching

Use the Filter by button to narrow the list by hook, store, or merchant. The search box matches rule names. You can combine filters and search at the same time.

Edit a rule

Click a rule’s name to open it in the editor. The editor has three tabs:

• Visual — the drag-and-drop block editor.
• Code — the same rule as BGL source.
• Test — sample data and a trace of what the rule does.

The header shows the rule’s name, description, status (Active or Inactive), hook, and store. Click the pencil next to the name or Add description to edit them. Click Save when you’re done.

Activate or deactivate

New rules start inactive so they can’t affect production until you’ve tested them. To activate a rule, open it in the editor and toggle its status to Active. Inactive rules stay in the list but are skipped during processing.

Reorder within a group

Rules within the same store and hook run top-to-bottom. The output of one rule can affect the input of the next, so order matters when rules touch the same fields.

To change the order, click Reorder on the group header. Drag rules into the new sequence and confirm. The button is disabled when a group only has one rule.

Delete a rule

Open the rule in the editor and use the ⋮ (more actions) menu. Deleting is permanent — once a rule is removed, the next imported record won’t be affected by it. If you only want to stop the rule temporarily, deactivate it instead.

Tips

• Keep store rules with the store. When you create a rule from a store’s settings page it’s scoped to that store. From the main Rules page you can see and manage rules across every store at once.
• Test before activating. Use the Test tab to confirm the rule does what you expect against real or generated sample data.
• Order from broad to narrow. When several rules touch the same field, put broad defaults first and specific overrides later.