Create, duplicate and delete rules

Activate rules

To create rules, first activate the recommendation logic.

1. Contact your CSM support and have your access activated.

2. Click on Algorithm in the Workbench and select the Rules option under Algorithm Settings > Choose Recommendation method .

3. Click on the Rules tab. This will take you to the list view of your rules. In the beginning, the list is empty:

Create a new rule

1. Click on +Add new rule.

2. Enter a meaningful title for your rule under Rule name. (This is only visible to workbench users. It helps you to sort your rules and to be able to remember them again later on).

3. Enter a description into the field Rule description, for example the aim of the rule. (The description is only visible to workbench users).

4. In Editor type select then option Normal.

5. Save your entries by selecting Apply changes.

Duplicate rules

The Dublicate function copies the entire rule including content.

To do this, click on the dublicate icon in your list view:

Delete rules

1. In the list view, click on the pencil icon of the rule you want to delete.

2. Select Delete and confirm the process.

⚠️ Note: The deletion of a rule cannot be undone.