Checking out a rule to a branch
You can check out a rule to a branch so that you can make changes to a rule and then save it in the branch ruleset. For information about rule resolution for rules saved to a branch ruleset, see Rule resolution exceptions.
Because you cannot make changes to rules in a locked ruleset, you can check out a rule to a branch in your application, make changes, and then check the rule in to your branch. You can also perform a private checkout.
- In the ruleform toolbar click Check out to branch, if available. Otherwise, click the arrow on the Private edit button and select Check out to branch.
- From the Branch list, select a branch and click
Check out to branch. The system saves a copy of the rule to the selected branch ruleset and then checks it out.
- Modify the rule as appropriate.
- Click Save.
- Check in the rule. For more information, see Checking in a rule.
Note: You do not have to check in your changes immediately. You can log out and return to a checked-out rule later or click Discard to remove the rule from your personal ruleset.
If you discard the checked-out version, the original copy of the rule remains in the branch ruleset.
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