Rule View

The Rule view is the user interface for managing rules.

Workflow

This workflow shows the procedure to define rule or rule groups.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

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

Rules View

To access the Rules view:

  1. Go to Reports.
    The Manage tab is displayed.

  2. 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:

Rule groups panel

The following table describes the features in the Rule Groups Panel.

Feature Description
Add icon This option allows you to add a new rule group to the Reporting module.
Delete Icon This option allows you to delete one or more rule groups.
Refresh Icon This option refreshes the rule group list.
Actions drop-down menu 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.

Rule Toolbar

The following table describes the features in the Rule Toolbar

Feature Description
Add Icon This option allows you to add a new rule to the Reporting module.
Delete Icon This option allows you to delete one or more selected rules.
Edit Icon This option allows you to edit a rule.
Duplicate Icon This option allows you to duplicate a rule.
Actions drop-down menu The actions menu has the following options: Use, Import, Export and Permissions.
Filter Icon This option allows you to filter the rule type.

Rule List Panel

The following figure shows the list of rules in the Rule List panel.

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.