Edit Formula

Editing a formula allows you to update its description and configuration.

Steps to Edit an Formula

1. Navigate to the Formulas Section

   • Click on the Business Rules icon in the Primary Navigation Bar.

   • Click on the Formulas icon under the Business Rules Module.

   • The Formulas section will open, displaying the list of existing formulas the Secondary Left Panel on the left side.

2. Select the Formula to Edit

   • Hover over the formula you wish to edit in the Secondary Left Panel.

   • The kebab menu (three vertical dots) will appear next to the formula.

3. Initiate Formula Edit

   • Click the kebab menu (three vertical dots) next to the formula.

   • From the dropdown menu, select Edit.

4. Edit Formula Details

   • Name

     • The name field is disabled and cannot be edited. The formula name remains fixed once set.

   • Description (Optional)

     • Always editable. Update the description to provide additional details or context about the scheduler.

     • Validation Rules:

       • The description length should be between 0 and 400 characters.

5. Save Changes

   • After making the desired changes, click Update to apply the updates to the formula.

• The Name field remains fixed and cannot be changed.

• The Description field remains editable regardless of the formula's usage status.