Using rules

Rules can fill fields, modify fields, split items, remove items and much more. See this page for example rules.

1. Go to the Rules step of your channel.
2. In the Rules tab, click New rule. 
3. Fill in a Rule name and Description. You can also create a label for your new rule. 
4. Click Create. 

Make sure you arrange the order of your rules carefully. If you exclude items in your first rule, the rules that come after that one will not affect those excluded items. 

To change the order of your rules, follow these steps: 

1. Hover over the hamburger icon of the rule that you want to move.
2. Click and drag the rule to its new location.
3. Release your mouse to place the rule.

Once you have created a rule and saved it, you can check which items are affected by your rule to make sure that you set up your rule accurately.  

Use a rule to check items

In addition to optimizing your data, you can use rules to check your items for missing data. 

• IF the title field is empty (condition)
• THEN take all fields and do nothing (action)

You can copy existing rules from your other channels and projects. To copy a rule or multiple rules to the channel that you’re setting up rules for, follow these steps:

1. Click + New rule.
2. In the pop up, click Copy rule(s).
3. At the field From project, select the project that contains the rules that you want to copy. 
4. Click Copy here to copy the rule(s). 

You can add labels to your rules to help you organize them. You can also customize the color of the label. You can use these labels in any of your projects in your Channable account.

To add and use a label, follow these steps: 

1. Go to the Rules step of your channel.
2. Locate the rule(s) that you want to add a label to.
3. Select the rule(s) that you want to label using the checkboxes. 
4. Click Rule labels. 
5. In the pop up, click on New label. 
   1. Fill in your label name in the field Name. 
   2. Select a color for your label at Color.  
6. Click Create to create your label. 

Since you may not want a rule to apply to your items at a specific time, you can pause a rule instead of deleting it. To pause a rule, follow these steps: 

1. Go to the Rules step of your channel.
2. Locate the rule that you want to pause and click on it. Click ⏸Pause rule. 
3. To pause multiple rules, select the rules that you want to pause using the checkboxes. Click ⏸Pause selected rules.
4. To use the rule again, click ▷ Unpause rule. 

To delete a rule, follow these steps: 

1. Go to the Rules step.
2. Locate and click on the rule that you want to delete.
3. Click on the Options dropdown and select the option Delete rule.
4. In the pop up, click Delete to confirm and delete the rule. 
5. To delete multiple rules, select the rules that you want to pause using the checkboxes. Click 🗑 Delete selected rules.