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Rules Surface Controls

  

Details icon

  • Location: Top left file menu.
  • What it does: Opens the file details.
  • How to use it: Click the icon, edit details, click OK, and save. Make sure the business tier is running.



Search in Design icon

  • Location: Top left file menu (second from left).
  • What it does: Allows you to search for nodes and attributes using their values.
  • How to use it: Click the icon, enter the Node Name, Attribute Name, select the operator, and provide the value. Click Search.
  • Other notes: You may also add a permanent filter using the Add Filter button.



Save icon

  • Location: Top left file menu (third from left).
  • What it does: Saves the selected open file.
  • How to use it: Click the icon.
  • Other notes: Files with unsaved changes have an asterisk next to the file title in the top right corner. Saving removes the asterisk.



Undo icon

  • Location: Top left file menu (fourth from left).
  • What it does: Undoes changes.
  • How to use it: Click the icon.
  • Other notes: Undoes the most recent change. Undoes more than one change.



Redo icon

  • Location: Top left file menu (fifth from left).
  • What it does: Redoes the undone change.
  • How to use it: Click the icon.



Entity link

  • Location: Top right file menu (first from left).
  • What it does: Opens the entity.
  • How to use it: Click the link.



View icon

  • Location: Top right file menu (second from left).
  • What it does: Opens Developer View and Analyst View.
  • How to use it: Click the icon and select the view.



Run Results icon

  • Location: Top right file menu (third from left).
  • What it does: Provides additional criteria to refine search for a particular rule.
  • How to use it: Click the icon, enter the Execution ID, User Name, Execution Date, Primary Key, Error Status, To Date, and Business Object Field. Click Search.



Rule Errors icon

  • Location: Top right file menu (fourth from left).
  • What it does: Provides a filter to search for errors from a particular date to a particular date, for a rule.
  • How to use it: Click the icon and enter the Error From Date and Error To Date. Click Search.



Build Rule icon

  • Location: Top right file menu (fifth from left).
  • What it does: Opens the options available to build the rule.
  • How to use it: Click the icon and select the desired build type.



Rule in Expression icon

  • Location: Top right file menu (sixth from left).
  • What it does: Opens the code for a particular rule.
  • How to use it: Click the icon.



Scenarios icon

  • Location: Top right file menu (seventh from left).
  • What it does: Opens the Navigate to Scenario and Add Excel Scenario tab.
  • How to use it: Click the icon and select from the options.



Fix All Nodes IDs icon

  • Location: Top right file menu (eighth from left).
  • What it does: Fixes all the nodes.
  • How to use it: Click the icon.

View Source icon

  • Location: Top right file menu (ninth from left).
  • What it does: Displays source view.
  • How to use it: Click the icon.



Pin File icon

  • Location: Top right file menu (tenth from left).
  • What it does: Allows you to pin files to the dashboard.
  • How to use it: Click the icon.



Close File icon

  • Location: Top right file menu (eleventh from left).
  • What it does: Closes the file.
  • How to use it: Click the icon.
  • Other notes: Save before you close.



Move Left icon

  • Location: Default title bar.
  • What it does: Moves selected panel left.
  • How to use it: Click the icon.



Move Right icon

  • Location: Default title bar.
  • What it does: Moves selected panel right.
  • How to use it: Click the icon.



Add New Version icon

  • Location: Default title bar.
  • What it does: Allows you to add a new version.
  • How to use it: Click the icon, enter the required fields, and click OK.



Description icon

  • Location: Description title bar.
  • What it does: Allows you to add version details.
  • How to use it: Click the icon, enter the required fields, and click OK.



Refresh Child Rules icon

  • Location: Description title bar.
  • What it does: Reloads the file and updates the child rule list.
  • How to use it: Click the icon.



Variables icon

  • Location: Description title bar.
  • What it does: Allows you to view/edit the variable details.
  • How to use it: Click the icon. To edit, click the Edit icon and enter the details.



Add Variables icon

  • Location: Description title bar.
  • What it does: Allows you to add variables.
  • How to use it: Click the icon and enter the required fields.


This post is part of the Rules topic. Click here to open the Rules Overview.

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