Copy Design–Manage Action Rule Sets (Vault 2015 R2)

Create, edit, and delete Action Rule Sets on the Action Rules Dialog.

Important: This topic is intended for Vault 2015 R2 users. Vault 2015 users should see the original Copy Design help topics.

A rule set is a collection of property rules that determine file property behavior during a copy operation.

Manage Rule Sets

Note: You must be a Vault Administrator to modify Action Rules.
1. Click the Master Menu on the toolbar and select Action Rules to open the Action Rules dialog.
   

2. Click New to Define an Action Rule Set.
3. Select an existing rule set and click Copy to create a new rule set with the same conditions and property settings.
4. Select an existing rule set and click Edit to make changes to the existing conditions and property settings.
5. Select a rule set and click Delete to remove it entirely from the Action Rules list.
6. Click OK to save your changes.

Note: See Apply a Rule Set for information on using rule sets during a copy operation.