Adding a formula to an agency formula group

  1. Select System > Agency Personalization > Workflow Manager.
  2. Under the Agency Formula Groups node, browse to the formula that you want to add to a formula group.
    All formulas that do not belong to formula groups are displayed as children of the Agency Formula Groups node. You can also move an existing formula to a different formula group.
  3. Open the formula in the Formula Editor.
  4. Specify the path to the formula group in the Formula Group Path field.
  5. Click Save.