Create a Matching Rule

Applicable to ShareDo versions before v7.7

This article is only relevant to ShareDo versions up to v7.6.2. From ShareDo v7.7, matching rules are replaced by Business Rules.

 

Create matching rules in ShareDo Modeller.

  1. Launchpad > Modeller > Matching Rules.
  2. Click the new button.
  3. The Create Rule screen opens.
  4. Enter your matching rule details. Ensure you enter a descriptive name and description, as these are shown to users when selecting the matching rule.
  5. Click the Create button to create your rule.
  6. The matching rule editor opens.
  7. Drag and drop blocks and functions to build up your matching rule.
  8. Click on the Save button to save your rule.

Review

You have now successfully created a matching rule.