Editing an Allocation Rule

Created by Ivy Thompson, Modified on Tue, 10 Mar at 4:00 PM by Ivy Thompson

This article explains how to update an existing Allocation Rule.

Admin: Full Access

Super User: Edit Only

Basic User: View Only


  1. Open the Admin dashboard.

  2. Select the Allocation Rules tile.

  3. Browse or search for the rule you want to edit.

  4. Click the three-dot action menu beside the rule.

  5. Select Edit Rule.

  6. Update any of the following:

    1. Rule name

    2. Primary targeting logic

    3. Variables or conditions

  7. Review the updated Target Locations summary.

  8. Click Save Allocation to apply the changes.



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