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How do I manage rules in Rules & Alerts?

  • February 10, 2026
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The Manage Rules page in Apricot allows Administrators to view, edit, and control every existing rule created through Rules & Alerts.

 

From this page, you can quickly search for rules, deactivate or reactivate alerts, make edits, delete outdated rules, or duplicate existing ones to save setup time.

 

Step 1: Open the Manage Rules page

  1. Go to the Administrator tab.

  2. Under Workflow Station, select Rules & Alerts.

  3. The Manage Rules page opens, showing a list of all existing rules and their current status (Active = green toggle, Inactive = gray toggle).

    1. You can also create new rules from this page by selecting New Rule in the top-right corner.

 

Step 2: Search for a rule

  1. In the Search box, enter your search criteria (such as a rule name or description).

  2. Press Enter or wait a few seconds for the results to refresh automatically.

    1. The list will update to display only rules matching your search term.

 

Step 3: Activate or deactivate a rule

  1. Locate the Toggle switch next to the rule you want to update.

    1. A green toggle means the rule is active.

    2. A gray toggle means the rule is inactive.

  2. Click the toggle to change its state:

    1. Turning it off (gray) deactivates the rule — alerts will stop generating immediately.

    2. Turning it on (green) reactivates the rule — alerts will resume.

Note: Alerts generate in real time. If you deactivate and then later reactivate a rule, alerts will not fire retroactively for the period when the rule was off.

 

Step 4: Edit a rule

  1. Find the rule you wish to change.

  2. Click the Pencil icon to open the Edit Rule page.

  3. Make your desired edits, then save your changes.

 

Step 5: Delete or duplicate a rule

  1. Click the Kebab menu (⋮) next to the rule name.

  2. Choose one of the following options:

    1. Delete – Removes the rule permanently.

    2. Duplicate – Creates a copy of the selected rule for reuse or modification.

 

What else do you need help with?

Learn more about Rules & Alerts in Apricot:

 

FAQs and Additional Resources

 

How do I manage Rules in Rules & Alerts in Apricot? | How do I create a Rule in Apricot Rules & Alerts? | Why isn’t my Rule triggering in Apricot? | How do I edit or delete a Rule in Apricot? | Where do I find Rules & Alerts settings in Apricot? | How do I test a Rule in Apricot? | How do I turn Rules on or off in Apricot?

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