Rules evolve with your standards. This article explains how to change a rule safely, what happens to the policies and automations that use it, and the difference between deactivating and deleting.
When to use this
A rule is too strict or too lenient and needs tuning.
A guideline changed, and the rule's configuration should follow.
A rule is no longer needed.
Edit a rule
Go to Rules.
Open the rule's row menu and select Edit (or click the rule).
Change the name, description, decision behavior, or configuration.
Select Save.
If the rule is used by running automations, the app tells you they will be stopped and restarted to apply your changes. Restarted automations process only new assets going forward - results that already exist don't change.
Runs that already finished keep the results they were given. If a run used an older version of a rule, you may see a small indicator next to the rule's name on the run, showing a newer version now exists.
Tip: After editing a rule's strictness, watch the next run's Needs review counts to confirm the change had the effect you wanted.
Deactivate a rule
Use the Active/Inactive toggle on the rule's row. An inactive rule:
Can't be selected in new runs.
Can't be added to policies (you'll see: "You can't add an inactive rule into a policy").
Keeps its configuration, so you can switch it back on anytime.
Deactivating is the safe choice when you're not sure you're done with a rule.
Prefer deactivating over deleting when a rule might come back - deletion is permanent.
Delete a rule
Open the rule's row menu and select Delete.
Read the confirmation dialog carefully - it lists exactly what will be affected:
Policies that include this rule will have it removed automatically; their other rules are not affected.
Policies where this is the only rule will be deleted along with the rule - policies without rules are not kept.
Automations using this rule will be stopped and restarted without it (processing only new assets going forward).
Automations where this is the only rule will be stopped and not restarted, because nothing would remain to moderate.
Select Delete anyway to confirm. This action cannot be undone.
Tips
Check the Used In column before deleting: it shows how many policies and automations depend on the rule.
Before deleting rules, consider exporting them first - it gives you a file you can re-import later if you change your mind.
Work on several rules at once
Select the checkboxes on rule rows to open the selection bar at the top of the list. With rules selected, you can:
Add to policy - add all selected rules to a policy (inactive rules can't be added).
Export rules - download the selected rules as a file (see "Import and export rules").
Delete selected rules - delete them together. The confirmation dialog lists the combined impact on policies and automations, exactly like deleting a single rule.
Use Clear selection to start over.
What happens next
The rule disappears from the Rules page and from any policies that included it.
Past run results are kept - deleting a rule doesn't erase the history of decisions it made.