Adding exclusion rules

Exclusion rules can be added for schedules and runs. You can add Absolute or Relative rules, and select the schedules for which the rules will be applicable.

About this task

Absolute exclusion rules are set for a set time period. Relative exclusion rules are set only once and was limited to a yearly only. From 11.0 release onwards, in addition to yearly relative date, weekly and monthly date time should be configurable. Exclusion Rules can be enabled or disabled, and can be applied to multiple schedules.

Procedure

To add an exclusion rule, complete the following steps:
  1. Log in to HCL Marketing Platform as the administrator.
  2. Click Settings > Schedule management.
  3. On the Run exclusions tab, click Add exclusion rule.
  4. On the Rule definition tab, specify the Rule name.
  5. Optional: Specify the Description.
  6. Select the Rule status as Enabled or Disabled.

    By default, Enabled is selected.

  7. Select the Exclusion type.
    If you select Absolute, complete the following steps:
    1. Select the Time Zone.

      By default, the Server default time zone is selected.

    2. Select the Start date and time.
    3. Select the End date and time.
    If you select Relative, complete the following steps:
    1. Select the Time Zone. By default the server time zone is selected.
    2. Select when to start. 1.Now 2.On a date and time - Select a date and time.
    3. Configuring the recurrence pattern to set up relative run Exclusion. Any recurrence pattern you set begins after the start time and End Time you specify. Recurrence pattern options are 1.For weekly user should be able to select one or more day of the week, associated with a start date end time. 2.For monthly user should be able to select a day in a month, associated with a start and end time. 3.For yearly user should be able to select a day in the year, associated with a start and end time.
    4. Select Stop after n occurrences - Relative Run Exclusion Rule stop after the specified number of runs have occurred (whether the Relative Run Exclusion Rule succeed or fail)
    5. Select Stop by a date and time - Relative Run Exclusion Rule are initiated as many times as defined until the specified end date and time is reached.
    Note: A single date of the current year can be selected. Schedules are skipped for the entire day when you select a relateive date.
  8. On the Eligible schedules tab, select the schedule for which you want to apply the exclusion rule by completing the following steps:
    1. Search for the available schedules by entering a wildcard search in the Filter text box.
    2. From Available schedules, select the schedules.
    3. Click Move right arrow.

      The selected schedules are moved to the Selected schedules table.

    4. Click Save.
  9. Click Save.