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Rulesets are a powerful tool for creating specific user selections, but building complex rules can be challenging. To simplify this process, a Ruleset Wizard is available to help you generate rules for many common scenarios.

How to Access the Wizard

You can find and launch the wizard from the bottom right corner of the screen when you create or edit a ruleset.

How to Generate a Ruleset

The wizard guides you through creating a complete ruleset.

1. Launch the wizard to begin.

2. Follow the prompts to define the main criteria for your user selection.

3. Add any necessary exceptions to exclude specific users or conditions from the rule.

4. Click Finish, and the system will automatically generate the corresponding ruleset.

Advanced Usage: Combining Rules

For more complex scenarios, you can run the wizard multiple times on the same ruleset. This allows you to combine different selections or events into a single, more advanced rule.

Note: For example, you could first run the wizard to select all users in the "Health and Care" department. Then, you could run it again to add a condition that sends a notification whenever a user within that selection changes their job title.