Manage Routing & Trigger schemes

Routing and Trigger schemes are complex processes brought together to function as a synchronised organism and deliver fruitful payment distribution on the appropriate Routes. Thus, proper segmentation becomes crucial to maintaining the Schemes' normal visibility and making the processes small, subsequent, and effective.

Add Sections to Routing/Triggers scheme

1. Go to Processing and choose the Payment scheme you previously created on the grid.
2. Navigate to the Payment methods tab of the specific Payment scheme and click the particular Methodon the grid.
3. Go to the Routing & Cascading or Triggers tab based on your needs. After establishing the Rules and Actions in the Action group and Then/Else branches, you can create a New section for better Scheme management.
4. Choose the Next section option in the pop-up menu.
5. Then, add the section Name and Description.

Expand & Collapse the Scheme

1. Go to Processing and choose the Payment scheme you previously created on the grid.
2. Navigate to the Payment methods tab of the specific Payment scheme and click the particular Method on the grid.
3. Go to the Routing & Cascading or Triggers tab based on your needs and current focus.
4. Then, establish the Routing or Trigger scheme if you haven't created them yet. Also, you might update the existing Schemes if needed.
5. Our system allows you to collapse specific elements, such as Sections and Rules, for better Scheme management.
6. Thus, after setting up a Section or Routing/Trigger scheme, click the chevron icon next to the Section name. All the entities and conditions linked to this Section become hidden. Likewise, you can hide the Then/Else branches by clicking the chevron icon next to the specific Rule.

Routing & Cascading search

The Routing & Cascading page includes Routing schemes that can contain multiple Sections, Rules, Conditions, Strategies, and Routes. As the Scheme grows, manually locating a specific element can become time-consuming.

The Search functionality allows you to quickly find elements within the current Scheme without manually reviewing the entire canvas. Unlike the standard browser search, it searches the elements and properties of the Routing scheme itself.

How it works?

You can search for elements across the entire Scheme, including:

• Section name
• Section description
• Rule properties
• Rule property parameters
• Routing strategy
• Route
• Actions

Initiate Search

1. Click the Search tool in the Routing scheme. The system opens the Search modal.
2. Select the needed property and its corresponding value.
3. To add more options, click Add Search property.
4. If there is one matching result, the canvas automatically navigates to the corresponding element and highlights it.
   • If there are multiple matching results, the search displays the current result and the total number of results, for example, 1 of 3.
   • Use Next and Previous to navigate between matching elements.
   • If there are no matching results, the search displays an empty state indicating that no results were found.