At the top of the Screening tab, drop-down menus show language and tenant. Each tenant may have its own set of screening rules, which may be subdivided by language.
The main part of the tab displays a list of screening rules, showing the following for each rule:
Name
Rule body
Addresses to
Match
Attached Categories
Order
Rules may have either (2) or (3) or both. If a rule has both (2) and (3), the two parts may have:
An AND relation: both the regular expression and the address must match.
An OR relation: either the regular expression or the address must match.
The choice of AND or OR relation, and other attributes of the screening rule, are visible only in the Screening Rule Editor. To access the Editor, select a screening rule on the Screening tab, then (a) double-click or (b) right-click, then select Edit from the shortcut menu.
To create a new screening rule, do one of the following:
Click the New
icon on the toolbar.
Select New on the Edit menu.
Right-click anywhere on the Screening tab, then select New Screening Rule from the shortcut menu.
To delete a screening rule, select it, then do one of the following:
Click the Delete
icon on the toolbar.
Select Delete on the Edit menu.
Right-click, then select Delete from the shortcut menu
To find an existing screening rule, right-click anywhere on the Screening tab, then select Find Screening Rules.