Manage rules & binds

This topic describes how to manage rules, binds, and rulesets.

All events in Rebilly are accessible through the rules engine. You can configure automations to trigger when specific events occur. Each event maintains a list of automations that are to be executed under specified conditions when the event occurs. These lists of automations are called rulesets. Rulesets are executed in the order they are listed on the event. Draft rulesets provide a means of testing, and comparing changes with the active ruleset before publishing.

There are two methods of creating automations in Rebilly:

• Rules: Can be configured to stop subsequent rules in the event list from being executed.
• Binds: Can be configured to always execute, regardless of rule-based events. Use this automation type when you want to ensure an automation always executes when an event occurs.

Actions are tasks that are to be executed when an event with a configured rule or bind occurs. For a list of available actions and how to configure them on available events, see Actions.

Create a rule or bind, or draft ruleset

Select one of the following:

• Pick an action, then follow the steps to create a rule or bind, or draft ruleset.
• Pick an event, select from the available actions, then follow the steps to create a rule or bind, or draft ruleset.

View and edit rules, binds, and rulesets

Use this process to view and edit rulesets that are associated with an event.

1. In the left navigation bar, press Automations .
2. In the Rules engine section, press Rules engine.
3. Press Core events or Billing events.
   Events with binds or rules display the word "Binds" or "Rules" followed by the number of rules or binds associated with the event.
4. Press an event with associated rules or binds, then press Rule set.
5. Press Rules or Binds.
6. Select from the following:
   • Activate or deactivate a rule or bind in the ruleset: Turn the Status toggle on or off.
   • Specify that a rule, once executed, stops all subsequent rules in the event list from being processed: Press Stops further rule processing.
   • Copy a rule or bind: On the right of the rule or binds, press Clone .
   • Edit a rule or bind: On the right of the rule or bind, press Edit . Edit, then press Save.
   • Delete a rule or bind: On the right of the rule or bind, press Delete .
   • Adjust the order of rules or binds in the ruleset: on the left on a rule or bind press
   • Add a rule or bind to the ruleset: In the top right of the page, press Create rule or Create bind, then Create a rule or bind.

Edit draft rulesets

Each event maintains a list of rules and binds that are to be executed under specified conditions when the event occurs. These lists of automations are called rulesets. Rulesets are executed in the order they are listed on the event. Draft rulesets provide a means of testing, and comparing changes with the active ruleset before publishing.

Use this process to edit draft rulesets.

1. In the left navigation bar, press Automations .

2. In the Rules engine section, press Rules engine.

3. Press Core events or Billing events. Events with binds or rules display the word "Binds" or "Rules" followed by the number of rules or binds associated with the event.

4. Press an event with associated rule or bind, then press Draft rulesets.

5. Select one of the following:

   • Publish a draft ruleset: On the right of the item, press Download .

   • Copy a draft ruleset: On the right of the item, press Clone .

   • Delete a draft ruleset: On the right of the item, press Delete .

   • Edit a draft ruleset:

     1. On the right of the ruleset, press Edit .
     2. Press Rules or Binds.
     3. Select from the following:
        • Activate or deactivate a rule or bind in the ruleset: Turn the Status toggle on or off.
        • Specify that a rule, once executed, stops all subsequent rules in the event list from being processed: Press Stops further rule processing.
        • Adjust the order of rules in the ruleset: on the left on a rule or bind press
        • Edit a rule or bind in a draft ruleset: On the right of the rule or bind, press Edit . Edit, then press Save.
        • Delete a rule or bind: On the right of the rule or bind, press Delete .
        • Add a rule or bind to a daft ruleset: In the right of the page, press , then press Create rule or Create bind, then Create a rule or bind.
        • Edit draft ruleset information: In the right of the page, press , then press Edit information. Edit, then press Save.
        • Publish a draft ruleset: In the top right of the page, press , then press Publish.