on Sep 14, 2017The Rule view is the user interface for managing rules.
Workflow
This workflow shows the procedure to define rule or rule groups.
What do you want to do?
| Role | I want to ... | Show me how |
|---|---|---|
| Administrator / Analyst | Configure Reporting Engine | For more information, see "Step 3: Configure Reporting Engine Data Sources" topic in the Reporting Engine Configuration Guide |
| Administrator / Analyst | Create a List or List Group/Create or Deploy a Rule/Test a Rule* | Configure a Rule |
| Administrator / Analyst | Create and Schedule a Report | |
| Administrator / Analyst | View a report or list of all reports | View a Report |
| Administrator / Analyst | Investigate a Report | Investigate a Report |
| Administrator / Analyst | Manage/Access Control for lists, Rules or Reports | Manage Lists, Rules or Reports |
*You can complete these tasks here.
Related Topics
Quick View
To access the Rules view:
-
Go to Monitor > Reports.
The Manage tab is displayed. -
Click Rules.
The Rules view is displayed.
The Rule view includes the following panels.
| 1 | Rules Groups |
| 2 | Rules panel |
| 3 | Rules Toolbar |
Rule Groups Panel
The Rule Groups panel allows you to organize rules into groups using the options in the toolbar. You can create groups and sub-groups and add rules to them. You can also group and move rules between different groups.
The following figure shows the groups in the Rule Groups panel:
The following table describes the features in the Rule Groups Panel.
| Feature | Description |
|---|---|
 | This option allows you to add a new rule group to the Reporting module. |
 | This option allows you to delete one or more rule groups. |
 | This option refreshes the rule group list. |
 | The actions menu has the following options: Import, Export and Permissions. |
| All | Displays a list of all the rule groups. |
Rule Toolbar
The Rule toolbar allows you to add, delete, edit, and duplicate a rule. The following figure shows the toolbar.
The following table describes the features in the Rule Toolbar
| Feature | Description |
|---|---|
 | This option allows you to add a new rule to the Reporting module. |
 | This option allows you to delete one or more selected rules. |
 | This option allows you to edit a rule. |
 | This option allows you to duplicate a rule. |
 | The actions menu has the following options: Use, Import, Export and Permissions. |
 | This option allows you to select the rule type. |
Rule List Panel
The following figure shows the list of rules in the Rule List panel.
The following table describes the features in the Rule List Panel.
| Feature | Description |
|---|---|
| Name | Displays the name of the rule that you are created or edited. Note: For the Name field, the icon to extend the column size is not displayed at the end of the column field. You have to hover the mouse a little to the left side to see the icon for extending the column. |
| Type | Displays the supported database type for the rule you created. |
| Group | Displays the values which are grouped. |
| Date Modified | Displays the date when the rule was last modified. |
| Actions | Displays the actions menu has the following options: Create Alert, Create Chart, Create Report, Delete, Edit, Export, and Dependents. |