Issuance Rules¶

This screen allows System Admin to view all available Loyalty Issuance Rules and to add/modify a rule for a given merchant.

The screen can be accessed by selecting Issuance Rules link under the Loyalty Admin menu in the navbar.

The default screen of Issuance Rules looks as follows:

When clicked on Show Filters link the screen displays as below and

The screen contains the following elements:

1. A Hide Filters link that will hide or the available screen filters
2. Available filter dropdowns
3. Reset button to reset the filters to their default values
4. Filter button to filter the on-screen data based on the selected filter values
5. A dropdown to change the number of rows displayed in the table
6. A dynamic search box that will show rows matching the user-entered criteria
7. Table containing the information of the available issuance rules
8. Rule — A link that will take the user to Edit Issuance Rules screen to update the rule
9. Action — A dropdown to perform actions on the issuance rules for each issuance rule row
10. A pager to go between pages in case there are more rows than what will fit on the screen
11. Add — Button that will allow the user to add/create a new issuance rule

Actions¶

Issuance rules can be disabled or cloned by clicking the Action button of a rule row. The Action button dropdown contains following elements:

1. Disable — Button to disable the Issuance rule
2. Clone Rule — Button that when clicked takes the user to the Clone Issuance Rule screen. Disabled rules do not have the Clone Rule option.

Disable Issuance Rule¶

The issuance rule can be disabled by selecting Disable in the Action button dropdown. Clicking the button will change the row's Rule Status from Active to Disabled and a success message will display.

Clone Issuance Rule¶

A new issuance rule can be added by cloning existing Issuance rule. This can be done by selecting Clone Rule in the Action dropdown of the rule row.

The screen looks and behaves very similar to that of Add Issuance Rule screen with the exception that some fields are auto-filled with Original rule's information.

Clicking the Save button will create a new issuance rule and a success message will display on the Issuance Rules screen.

Enable Issuance Rule¶

Disabled issuance rules can be enabled by clicking the Action button dropdown of a disabled rule and selecting Enable:

Selecting Enable will change the row's Rule Status from Disabled to Active and a success message will display.

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Updated As Of Version 5.8.0.6