You may modify an existing rule when necessary. If the rule is active, the changes immediately take effect and may be observed the next time the rule is triggered. If the rule is inactive, the changes may be observed when the rule has been activated and then triggered.

You may modify existing rules for any of the following reasons:

•To modify existing qualifier items.

•To add or delete qualifier items.

•To change the message when the rule is triggered.

•To change the order in which the rule is executed.

•To change the rule trigger(s).

•To change the route for an approval rule to a different route, or modify other information on the approval rule's Action tab.

Approval processes that have already been started are not affected if you modify the approval rule's action settings or select a different route for the rule.

•To change the scheduling of a scheduled action rule.

Actions that have already been scheduled are not affected by modifications to any of the rule's action settings. The changes only affect actions that are scheduled by the rule after you save the changes to the rule.

•To change the file being used as the action for a custom action or scheduled action rule.

Actions that have already been scheduled by a scheduled action rule are not affected if you select a different file for the rule's action. The change only affects actions that are scheduled by the rule after you select the new file for the rule.

•To deactivate the rule (see Deactivating Rules).

Note: Some modifications to rules may require you to click the Refresh button to see the modified information reflected in the list of rules.