Copying an allocator rule

You also have the ability to copy an existing allocator rule to form the basis of a new one for your convenience. To do so, you need to click on the three dots next to the rule you wish to duplicate and the option to copy the rule will display.

A pop up will come up with the new rule pre-filled with the settings of the rule you copied so you can make any changes you need to.

Deleting rules should only be done if the rule is no longer needed. If you do need to delete a rule, head into your ‘Allocation rules’, find the rule, and click ‘Delete’. A warning message will pop up and if you are happy to proceed select the ‘Yes delete’ button.

All existing allocations will be undone and the rule will be removed. You'd do this is the rule was a mistake or entirely wrong.

NOTE: Once a rule has been deleted, it cannot be restored.

You have the option to archive a rule in the event it is no longer needed but you do not want to permanently delete the rule. To archive a rule, head into your ‘Allocation rules’, find the rule, and click ‘Archive’. A warning will pop up and if you are happy to proceed select the ‘Yes archive’ button.

Archiving a rule will not remove the existing allocations against that rule. Archived rules will not show in your active ‘Allocation rules’ list.

If you need to delete or archive multiple allocation rules at one time you can do so by heading into your ‘Allocation rules’, selecting the tick boxes for the rules you need to archive or delete, and selecting the ‘Archive’ or ’Delete’ button.

The same logic applies as when archiving or deleting individual rules. You must confirm you are happy to proceed by selecting the ‘Yes archive’ or ‘Yes delete’ button.

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