--- title: "Working in the Rule Templates tab" slug: "working-in-the-rule-templates-tab" tags: ["How to", "ACP Workspace", "Standardization"] updated: 2025-09-22T20:26:00Z published: 2025-09-22T20:26:00Z canonical: "docs.augmenta.ai/working-in-the-rule-templates-tab" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.augmenta.ai/llms.txt > Use this file to discover all available pages before exploring further. # Working in the Rule Templates tab **Rule Templates** in ACP allow users to define and store sets of [**Design rules**](/v1/docs/setting-design-rules) which can be used across projects and studies. These can be organized into folders to manage different rule configurations based on project and study needs. This guide provides a step-by-step process for working in the Rule Templates tab. --- ## Create Rule Template Folders and Subfolders The folder structure in the Rule Templates tab can have up to two levels: the first level is the Root Folder, and the second level is the Subfolder. You can create Rule Templates in either of these two. Refer to the sections below for step-by-step procedures of creating a Root Folder and a Subfolder. ### Create a new root folder for Rule Templates ![Interface showing folder creation and rule templates for organizing design testing and medical data.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/create root folder.png) 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AJXMLUZT.png) **Rule Templates** tab in the left sidebar. 2. Select the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(496).png) **Create Root Folder** button at the top of the folder organization panel. 3. Provide a ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-86PE0HG9.png) Name for the new Root Folder. ![Interface for creating a new root folder with name input and action buttons.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/3 & 4.png) 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-KP444LZ9.png) **OK** to confirm the creation of the root folder. - Or select **Cancel** to exit the root folder creation process. ### Create a subfolder for Rule Templates You can create a subfolder in both the folder organization panel and the Rule Template table. Follow the steps below. From the folder organization panelIn the Rule Template table 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-VPPY5V5O.png) **Rule Templates** tab in the left sidebar ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(194).png). ![User interface showing folder management options for organizing educational resources.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/new root folder panel(1).png) 2. Hover your mouse cursor over an existing root folder. 3. Select the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-4YSMNUDW.png) vertical ellipsis on the right edge of the folder name. 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-I9IHI8AV.png) **Create Subfolder**. 5. Provide a ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-S5GNOLMH.png) name for the new subfolder. ![Dialog box for creating a new subfolder with name input and action buttons.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/subfolder name.png) 6. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-CXFJTFJL.png) **OK** to confirm the creation of the subfolder, - Or select **Cancel** to exit the subfolder creation process. 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-Y4S54V07.png) **Rule Templates** tab in the left sidebar.![User interface showing folder actions and rule templates in a medical context.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/new root folder table.png) 2. Open the root folder for which to create a sub-folder. 3. Hover your mouse cursor over the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AP2N5ANK.png) **Folder Actions** dropdown at the top. 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-BEBO1E2K.png) **Create Subfolder**. 5. Provide a ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-ECN0E931.png) name for the new subfolder. ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/5&6.png) 6. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-VKL1UECY.png) **OK** to confirm the creation of the subfolder, - Or select **Cancel** to exit the subfolder creation process. --- ## Manage Rule Template Root Folders & Subfolders In the Rule Templates tab, both Root Folders and Subfolders can be [duplicated](/v1/docs/creating-rules-templates#duplicate-an-existing-folder), [edited](/v1/docs/creating-rules-templates#edit-an-existing-folder), or [deleted](/v1/docs/creating-rules-templates#delete-an-existing-folder) using the steps described in the sections below. Subfolders, unlike Root Folders, can also be [moved](/v1/docs/working-in-the-rule-templates-tab#move-a-subfolder-to-a-different-root-folder) to a different Root Folder. ### Duplicate an existing folder You can duplicate a root folder in both the folder organization panel and the Rule Template table. Follow the steps below. From the folder organization panelIn the Rule Template table 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AJXMLUZT.png) **Rule Templates** tab in the left sidebar. 2. Hover over the folder you want to duplicate. ![Folder structure showing options to create, edit, and manage folders in a system.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/duplicate in panel.png) 3. Select the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(542).png) **vertical ellipsis** which appears on the right edge of the folder name. 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-I9IHI8AV.png) **Duplicate**. 5. Override the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(537).png) **Name** for the duplicated folder. - If you’re duplicating a Subfolder, select a Root Folder in the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-0N2QBYSG.png) **Copy to** dropdown where the duplicate will be placed. ![Dialog box for duplicating a document with fields for name and destination.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/duplicate(2).png) 6. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-037CTISZ.png) **Copy** to confirm the duplication of the root folder. - Or select **Cancel** to exit the folder duplication process. 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AJXMLUZT.png) **Rule Templates** tab in the left sidebar ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(194).png). ![Folder management interface showing Medical folder and actions for subfolders.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/duplicate table(1).png) 2. Open the folder you want to duplicate. 3. Hover your mouse cursor over the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-9X65WJ83.png) **Folder Actions** dropdown at the top. 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-BEBO1E2K.png) **Duplicate**. 5. Override the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(537).png) **Name** for the duplicated folder. - If you’re duplicating a Subfolder, select a Root Folder in the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-0N2QBYSG.png) **Copy to** dropdown where the duplicate will be placed. ![Dialog box for duplicating a document with fields for name and destination.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/duplicate(2).png) 6. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-037CTISZ.png) **Copy** to confirm the duplication of the root folder. - Or select **Cancel** to exit the folder duplication process. ### Edit an existing folder You can edit a root folder in both the folder organization panel and the Rule Template table. Follow the steps below. From the folder organization panelIn the Rule Template table 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AJXMLUZT.png) **Rule Templates** tab in the left sidebar. ![User interface displaying folder options for organizing medical rule templates.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/edit panel.png) 2. Hover over the folder you’d like to edit. 3. Select the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(542).png) **vertical ellipsis** which appears on the right edge of the folder name. 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-I9IHI8AV.png) **Edit Folder**. 5. Override the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(537).png) **name** for the Root Folder. ![Editing a folder named 'Medical' with options to cancel or confirm changes.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/edit folder.png) 6. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(515).png) **Edit** to confirm the update of the root folder. - Or select **Cancel** to exit the folder update process. 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AJXMLUZT.png) **Rule Templates** tab in the left sidebar. ![Overview of rule templates with highlighted medical folder and create root folder option.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/edit in table.png) 2. Open the folder you want to edit. 3. Click the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-452PPCP6.png) **Edit Folder** button. 4. Override the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-B5KG2L85.png) **name** for the Root Folder. ![Editing a folder named 'Medical' with options to cancel or confirm changes.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/edit folder table.png) 5. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(537).png) **Edit** to confirm the update of the root folder. - Or select **Cancel** to exit the folder update process. ### Delete an existing folder You can delete a root folder in both the folder organization panel and the Rule Template table. Follow the steps below. From the folder organization panelIn the Rule Template table 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AJXMLUZT.png) **Rule Templates** tab in the left sidebar. 2. Hover over the folder you want to duplicate. ![Folder structure showing options to create, edit, or delete folders in a system.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/delete in panel.png) 3. Select the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(542).png) **vertical ellipsis** which appears on the right edge of the folder name. 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-I9IHI8AV.png) **Delete**. 5. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(554).png) **Delete Folder** to confirm the deletion of the root folder. ![Confirmation dialog for deleting the 'Default - Pilot' folder and its contents.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/delete dialog.png) - Or select **Cancel** to exit the root folder deletion process. 1. ![User interface showing folder actions and rule templates for organization management.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/delete in table.png)Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AJXMLUZT.png) **Rule Templates** tab in the left sidebar ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(194).png). 2. Open the folder you want to delete. 3. Hover your mouse cursor over the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-TBJV71TY.png) **Folder Actions** dropdown at the top. 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-BEBO1E2K.png) **Delete**. 5. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(537).png) **Delete Folder** to confirm the deletion of the root folder. ![Confirmation dialog for deleting the 'Default - Pilot' folder and its contents.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/delete dialog(1).png) - Or select **Cancel** to exit the root folder deletion process. ### Move a Subfolder to a different Root Folder To move an existing Subfolder from one Root Folder to another, follow the steps below: From the folder organization panelIn the Rule Templates table 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AJXMLUZT.png) **Rule Templates** tab in the left sidebar. ![Folder management interface showing options for Hospitals & Clinics and related actions.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/move to in panel.png) 2. Hover over the subfolder you’d like to move. 3. Select the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(542).png) **vertical ellipsis** which appears on the right edge of the folder name. 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-I9IHI8AV.png) **Move to**. 5. From the dropdown, select the root folder to which the subfolder should be moved. ![Dialog box for moving items with input field and action buttons displayed.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/move to dialog.png) 6. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(515).png) **Edit** to confirm the update of the root folder. - Or select **Cancel** to exit the subfolder update process. 1. ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/move to in table.png)Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-AJXMLUZT.png) **Rule Templates** tab in the left sidebar ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(194).png). 2. Open the subfolder you want to move. 3. Hover your mouse cursor over the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-TBJV71TY.png) **Folder Actions** dropdown at the top. 4. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-BEBO1E2K.png) **Move to**. 5. From the dropdown, select the root folder to which the subfolder should be moved. ![Dialog box for moving items with input field and action buttons displayed.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/move to dialog.png) 6. Select ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image(515).png) **Edit** to confirm the update of the root folder. - Or select **Cancel** to exit the subfolder update process. --- ## Create a Rule Template To create a Rule Template, follow the steps below. ![Interface displaying medical rule templates with options to create and manage folders.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/create rule template.png) 1. Navigate to the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-038TEJZL.png) **Rule Templates** tab in the left sidebar. 2. Navigate to and select the folder in which to store the new Rule Template. - To create a new folder, follow the [steps outlined above](/v1/docs/creating-rules-templates#create-a-new-root-folder-for-rule-templates). 3. Click the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-RH1JJPL6.png) **Create Rule Template** button. 4. At the upper left corner of the Rule Template viewer, click the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-IG2X01SI.png) edit button to change the “New Rule Template” name. ![Interface displaying rule templates with options to edit and save settings.](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/save tempalte.png) 1. Proceed with the steps outlined in the [Add Design Rules to a Rule Template](/v1/docs/creating-rules-templates#add-design-rules-to-a-rule-template) section to create design rules for the template. 2. Select the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-VJEVV6O1.png) **Save Rule Template** button to save the Design Rules as a Rule Template . - Or select **Cancel** to exit out of the Rule Template creation process. ## --- ## Add Design Rules to a Rule Template A newly created Rule Template will have a design rule for each design rule type by default. Each design rule type can have more than one design rule. You can create design rules by following the steps below: 1. In an existing Rule Template, created using the steps above, click the **Create Rule** ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/create design rule.png) button corresponding to the design rule type for which you want to create a design rule. 2. ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/create rule(1).png)In the Create Rule window, enter the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-M4M9WE7T.png) **Name** for the design rule. 3. Click ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-1L25V5RP.png) **OK** to create the design rule. 1. Or select **Cancel** to exit the design rule creation process. 4. When the design rule is created, it will be enabled ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/enabled.png) by default and appear on the Design Rules table. Click it to open the design rule settings. 5. ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/click table.png) Configure the settings for the design rule. The settings are different for the design rule types. Each one has one or more of the following field types: - **Dropdown** - Contains all possible values from which you can choose a value for the field. ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-0WS47IEU.png) These have a down arrow on the right side of the field, and is used for the following: - All Design Rules: Select a **Scope** for which to apply the design rule. - Supports Design Rule: Select a **Support spec** which can be used for the study. - Clearance and Raceway Height design rules - Select the **Systems** for which to apply the design rule. - ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/textbox.png)**Textbox** - Allows users to manually enter measurements for Clearance, Spacing, and Raceway Height design rules. Up and down arrows used to increase or decrease the measurement appear on the right side of the field when you hover your mouse cursor over the textbox. - **Toggle switch** - Enable ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/on toggle.png) or disable ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/off toggle.png) the Routing Through Walls and Routing Through Ceilings design rules.![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/save rule template.png) > [!NOTE] > ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/C1.png) *Refer to the* [*Setting Design Rules*](/v1/docs/creating-rules-template) *article for more detailed instructions on adding design rules.* 1. After configuring the settings, click the ![](https://cdn.us.document360.io/3db99144-2736-4654-a3ba-1aa2e78ddb2a/Images/Documentation/image-RRWH1P6L.png) **Save Rule Template** button. Short for the **Augmenta Construction Platform** ## Related - [Setting Design Rules](/setting-design-rules.md)