Create a new and duplicate an existing Rollover Rules using the form.
Create a Rollover Rule
To create a new Rollover Rule within the form:
- Select Create New from the top-right toolbar menu.
A new blank rule appears. - Enter the information for the rollover rule header and select the checkbox next to the Rollover Rule.
Details pane displays where you can enter the details of your rule. - Select Create New on the toolbar menu in the Details pane to create a Rollover Rule detail row and add all the required details.
- Select Save once you have entered the header and details completely.
Duplicate a Rollover Rule
You can duplicate Rollover Rules in your system to make the creation of new rules that are similar to current conversion rules quicker and simpler. Duplicating a rollover rule duplicates the rule along with its details.
To duplicate a Rollover Rule, right-click the rule header and select Duplicate. This creates a duplicate rule along with the details. The rule can then be edited and saved as required.