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Managing Integration Rules

Once you have located an integration rule on the home or list pages, click its name to display detailed information.

To update an integration rule, click Edit, and then change the fields you want to update. When you have finished, click Save.

See Integration Rule Fields for a full description of the standard fields that make up an integration rule.

Deleting integration rules

To delete an integration rule that you no longer need:

  1. Once you have located the integration rule that you want to delete on the home or list pages, click its name to display its detail page.
  2. Click Delete. A warning message is displayed.
  3. Click OK to confirm the deletion. The deleted record is moved to the recycle bin.

Related Concepts

What is an Integration Rule?

Integration Rules - Type 1

Integration Rules - Type 2

Related Tasks

Using Integration Rules

Creating Integration Rules - Type 1

Creating Integration Rules - Type 2

Making Custom Fields Available to FinancialForce XL

Automatically Generating Sales Invoices

Automatically Generating Cash Entries

Reference

Integration Rule Fields

Run Integration Rule Fields

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