Templates enable users to easily create new rules without doing so from the beginning each time. You can restrict input from users by adding simple validations to the template. To make templates easy to use, you can add specific user assistance where necessary to make the use of the template easier.

Experienced Advanced Mode (DRQL) rule writers, who are usually administrators, can create several templates that represent various scenarios. A template includes a rule statement that contains substitution parameters and instructional text to define those parameters. A substitution parameter is defined by double angle brackets placed around a text or numeric String (for example, <<PRICE>>).

You can create templates in RulePoint either from an existing rule or from the beginning. When creating a template from an existing rule, you will have the rule text available to edit and do not have to write the rule itself. The rest of the steps for each method are identical.

After you create a template, you are granted ADMIN permissions to that template. Only you or an administrator can modify, disable, delete, or grant other users permissions (ADMIN, READ, WRITE, or EXECUTE) to the template. Administrative users are granted ADMIN permissions to all templates.