Applicable to versions before v7.7
This article is only relevant to versions up to v7.6.2. From v7.7, matching rules are replaced by Business Rules.
Create matching rules in Modeller.
- Launchpad > Modeller > Matching Rules.
- Click the new button.
- The Create Rule screen opens.
- Enter your matching rule details. Ensure you enter a descriptive name and description, as these are shown to users when selecting the matching rule.
- Click the Create button to create your rule.
- The matching rule editor opens.
- Drag and drop blocks and functions to build up your matching rule.
- Click on the Save button to save your rule.
Review
You have now successfully created a matching rule.