{"id":20462,"date":"2024-02-19T12:31:45","date_gmt":"2024-02-19T11:31:45","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/administrators-guide\/ranking-rules\/create-a-ranking-rule\/"},"modified":"2024-02-19T12:31:47","modified_gmt":"2024-02-19T11:31:47","slug":"create-a-ranking-rule","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/administrators-guide\/ranking-rules\/create-a-ranking-rule\/","title":{"rendered":"Create a ranking rule"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<h1>\n<style type=\"text\/css\"><![CDATA[\/*<![CDATA[*\/ div.rbtoc1648215956528 {padding: 0px;} div.rbtoc1648215956528 ul {list-style: none;margin-left: 0px;} div.rbtoc1648215956528 li {margin-left: 0px;padding-left: 0px;} \/*]]]]><![CDATA[>*\/]]><\/style>\n<\/h1>\n<div class=\"toc-macro rbtoc1648215956528\">\n<ul class=\"toc-indentation\">\n<li><a href=\"#Cr%C3%A9eruner%C3%A8gledeclassement-Cr%C3%A9ationd'uner%C3%A8gledeclassement\">Creating a Ranking Rule<\/a><\/li>\n<li><a href=\"#Cr%C3%A9eruner%C3%A8gledeclassement-Import\/Exportdesr%C3%A8glesdeclassement\">Import\/Export of classification rules<\/a><\/li>\n<li><a href=\"#Cr%C3%A9eruner%C3%A8gledeclassement-R%C3%A9applicationd'uner%C3%A8gledeclassement\">Reapplying a Ranking Rule<\/a>\n<ul class=\"toc-indentation\">\n<li><a href=\"#Cr%C3%A9eruner%C3%A8gledeclassement-Unitairementsurundocument\">Unitarily on a document<\/a><\/li>\n<li>\n \t<\/li>\n<li><a href=\"#Cr%C3%A9eruner%C3%A8gledeclassement-Enlotsurunes%C3%A9lectiondedocuments\">In bulk on a selection of documents<\/a><\/li>\n<li><a href=\"#Cr%C3%A9eruner%C3%A8gledeclassement-Surl%E2%80%99ensembledesdocumentsclass%C3%A9savecuner%C3%A8gle,depuisl%E2%80%99administrationdelar%C3%A8gledeclassement\">On all documents filed with a rule, since the administration of the filing rule<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#Cr%C3%A9eruner%C3%A8gledeclassement-Duplicationder%C3%A8gledeclassement\">Duplicating Ranking Rule<\/a><\/li>\n<li><a href=\"#Cr%C3%A9eruner%C3%A8gledeclassement-Cr%C3%A9ationautomatiquedel'arborescence\">Automatic tree creation&nbsp;<\/a><\/li>\n<\/ul>\n<\/div>\n<h1 id=\"Cr\u00e9eruner\u00e8gledeclassement-Cr\u00e9ationd'uner\u00e8gledeclassement\">Creating a Ranking Rule<\/h1>\n<div class=\"aui-message hint shadowed information-macro\">\n<div class=\"message-content\">\n<p>Ranking rules are delivered by default. They can be adapted as needed (modification of the metadata and the associated ranking tree). Refer to the &#8220;<strong>Edit a ranking rule<\/strong>&#8221; section.<\/p>\n<\/div>\n<\/div>\n<p>From the Administration interface, click on &#8220;<strong>Ranking Rules<\/strong>&#8221;<\/p>\n<p>To create a new ranking rule, click <strong>&#8220;Add Ranking Rule&#8221;.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356065-translated.png\" width=\"626\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356065-translated.png\"><\/p>\n<div>\n<div class=\"aui-message warning shadowed information-macro\">\n<div class=\"message-content\">\n<p>It is possible to change the language of the ranking rules and their associated metadata by using the &#8220;<strong>Change the language of the default ranking rules<\/strong>&#8221; function. This feature is available at the bottom left of the Ranking Rules admin screen shown above.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div>\n<p><strong>Name<\/strong> your ranking rule.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356066-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356066-translated.png\"><\/p>\n<h1 id=\"Cr\u00e9eruner\u00e8gledeclassement-Import\/Exportdesr\u00e8glesdeclassement\">Import\/Export of classification rules<\/h1>\n<p>This feature allows you to export a classification rule as a file (.json) to re-import it later on another installation.<\/p>\n<p><strong>To import a ranking rule&nbsp;:<\/strong><\/p>\n<ul>\n<li>Click on the &#8220;<strong>Import&#8221;<\/strong> button<\/li>\n<li>Choose the file in <strong>format (.<\/strong><strong>json)<\/strong><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356071.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356071.png\"><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356072-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356072-translated.png\"><\/p>\n<p><strong>To export a ranking rule:<\/strong><\/p>\n<ul>\n<li>From the Administration interface&nbsp;<strong>, <\/strong>click on&nbsp;<strong>Ranking Rule<\/strong><\/li>\n<li>Select the rule you want to export<\/li>\n<li>Click on<strong> Actions<\/strong><\/li>\n<li>Click <strong>Export<\/strong><\/li>\n<\/ul>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356073-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356073-translated.png\"><\/strong><\/p>\n<h1 id=\"Cr\u00e9eruner\u00e8gledeclassement-R\u00e9applicationd'uner\u00e8gledeclassement\">Reapplying a Ranking Rule<\/h1>\n<p>This feature allows you to reapply a filing rule on documents that have already been filed.&nbsp;It is available&nbsp;:<\/p>\n<h2 id=\"Cr\u00e9eruner\u00e8gledeclassement-Unitairementsurundocument\">Unitarily on a document<\/h2>\n<ul>\n<li>Select a document<\/li>\n<li>Click Reapply Ranking Rule<\/li>\n<\/ul>\n<p>The document will be sent to the folder with the same predefined collation and renaming in the collation rule automatically<\/p>\n<h2 id=\"Cr\u00e9eruner\u00e8gledeclassement-\"><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356075.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356075.png\"><\/strong><\/h2>\n<h2 id=\"Cr\u00e9eruner\u00e8gledeclassement-Enlotsurunes\u00e9lectiondedocuments\">In bulk on a selection of documents<\/h2>\n<ul>\n<li>Go to<strong> Search <\/strong> <\/li>\n<li>Select<strong> Ranking Rule <\/strong> <\/li>\n<li>Select<strong> the documents you want<\/strong><\/li>\n<li>Click on<strong> Actions on Results<\/strong><\/li>\n<li>Click<strong> Reapply Ranking Rule<\/strong><\/li>\n<\/ul>\n<p><strong>&nbsp;<\/strong><\/p>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356076-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356076-translated.png\"><\/strong><\/p>\n<p>You can also process this feature directly from the &#8220;<strong>Document&#8221;<\/strong> tab<\/p>\n<p>Choosing the &#8220;<strong> Ranking Rule&#8221;<\/strong><\/p>\n<p>Select <strong>&nbsp;&#8220;the desired documents&#8221;<\/strong><\/p>\n<p>Click on &#8220;<strong>Actions on&nbsp; Selection&#8221;<\/strong><\/p>\n<p>Click on <strong>&nbsp;&#8220;Reapply Ranking Rule&#8221;<\/strong><\/p>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356077-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356077-translated.png\"><\/strong><\/p>\n<h2 id=\"Cr\u00e9eruner\u00e8gledeclassement-Surl\u2019ensembledesdocumentsclass\u00e9savecuner\u00e8gle,depuisl\u2019administrationdelar\u00e8gledeclassement\">On all documents filed with a rule, since the administration of the filing rule<\/h2>\n<p>Click on &#8220;<strong>Administration<\/strong>&#8221; &#8220;<strong>Ranking Rules<\/strong>&#8221;<\/p>\n<p>Click&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/273356079.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/273356079.png\">&nbsp;to view the different <strong>Actions&nbsp;<\/strong><\/p>\n<p>Click on <strong>&nbsp;&#8220;Reapply Ranking Rule&#8221;<\/strong><\/p>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356078-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356078-translated.png\"><\/strong><\/p>\n<h1 id=\"Cr\u00e9eruner\u00e8gledeclassement-Duplicationder\u00e8gledeclassement\">Duplicating Ranking Rule<\/h1>\n<p>This action allows you to duplicate an existing ranking rule for ease of administration.<\/p>\n<p>Click on &#8220;<strong>Administration<\/strong>&#8221; &#8220;<strong>Ranking Rules<\/strong>&#8221;<\/p>\n<p>Click&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/273356079.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/273356079.png\">&nbsp;to view the different&nbsp;<strong>Actions&nbsp;<\/strong><\/p>\n<p>Click on <strong>&nbsp;&#8220;Duplicate Ranking Rule&#8221;<\/strong><\/p>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356088-translated.jpg\" width=\"521\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356088-translated.jpg\"><\/strong><\/p>\n<p>A window appears:<\/p>\n<p>Enter the name of the rule<\/p>\n<p><strong><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356089-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356089-translated.jpg\"><br \/>\n<\/strong><\/p>\n<p>Click on Validate<\/p>\n<h1 id=\"Cr\u00e9eruner\u00e8gledeclassement-Cr\u00e9ationautomatiquedel'arborescence\">Automatic tree creation<\/h1>\n<p>This action allows you to automatically create the folder tree.<\/p>\n<p>Click on &#8220;<strong>Administration<\/strong>&#8221; &#8220;<strong>Ranking Rules<\/strong>&#8221;<\/p>\n<p>Click&nbsp;<img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/273356079.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/273356079.png\">&nbsp;to view the different&nbsp;<strong>Actions&nbsp;<\/strong><\/p>\n<p>Click on <strong>&nbsp;&#8220;Automatic tree creation&#8221;<\/strong><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356090-translated.jpg\" width=\"521\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356090-translated.jpg\"><\/p>\n<p><a href=\"251920910.html\">Create the metadata associated with the classification rule<\/a><\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Creating a Ranking Rule Import\/Export of classification rules Reapplying a Ranking Rule Unitarily on a document In bulk on a selection of documents On all documents filed with a rule, since the administration of the filing rule Duplicating Ranking Rule Automatic tree creation&nbsp; Creating a Ranking Rule Ranking rules are delivered by default. They can [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20401,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20462","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20462"}],"version-history":[{"count":1,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20462\/revisions"}],"predecessor-version":[{"id":20466,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20462\/revisions\/20466"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20401"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}