Expression Builder Summary Page

This page is the gateway to the Expression Builder feature and related functionality. To access this page from the LHS menu, click Process, then click Expression Builder.

Figure 8-1 The Expression Builder Summary Page

Use the Expression Builder Summary screen to perform the following actions:

The Expression Builder Summary page contains the following features:

Table 8-1 Expression Builder Summary page – Fields and Descriptions

Column	Description
Add	Click the Add icon to create a new expression.
Delete	Select the desired expression(s) and then click the Delete icon Or select the desired expression(s) and then click the Action icon adjacent to the selected expression and select Delete to delete an existing expression. This action is disabled for expressions that contain the status Approved or Pending for Authorization.
Refresh	Click the Refresh icon to refresh the summary page.
Help	Click the Help icon to view the expression Help page.
Search	Use this field to search for an expression to View, Edit, Save As, Delete, and Approve or Reject. For more information on using this feature, see the Search an Expression section.
Field Search	Enter the name of the expression to filter the list of expressions by values that match the search term. For more information on using this feature, see the Search an Expression section.

The Expression Builder Summary page displays the list of expressions that have been defined by the user and offers several actions that allow you to perform different tasks. This page contains the following columns:

Table 8-2 Expression Builder Columns

Column	Description
Name	Displays the expression's name.
Version	Displays the version of the expression.
Created By	Displays the User ID of the user who created the expression.
Creation Date	Displays the date and time of the creation of the expression.
Last Modified By	Displays the User ID of the user who last modified the expression.
Last Modification Date	Displays the date and time of the last modification of the expression.
Status	This column displays the status of the expression: Approved - The expression has been approved by the Approver. Expressions that are in this status can be Viewed and Copied (Save As) Pending for Authorization - The Expression has been submitted to the approver and is pending approval. When an expression is in this status, only the View action is available. Rejected - The expression has been rejected by the Approver and has been sent back to the Analyst. Expressions that are in the Rejected status can be View, Edited or Deleted by an Analyst user. Additionally, when using the View or Edit action, you can view the comments from the Approver in the Comments tab of the Audit Panel. The Analyst user can modify an expression with this status and then resubmit it to the approver for approval. Draft -The expression has been saved but has not been submitted to the Approver for approval. Expressions that are in the Draft status can be Viewed, Edited or Deleted by an Analyst user. For more information on the approval process, see Approve or Reject an Expression.
Action	The following tasks are available for the Expression in the Action column. View- Click the Action icon adjacent to the Expression Name and select View to view the contents of an Expression in read format. Edit- Click the Action icon adjacent to the Expression Name and select Edit to edit the contents of an Expression in read/write format. Save As- Click the Action icon adjacent to the Expression Name and select Save As to copy the Mappings from one Legal Entity to a new Legal Entity or from one expression to a new one.. Delete- Click the Action icon adjacent to the Expression name and select Delete to delete an existing Expression. Note: Approved expressions cannot be deleted. Approve/Reject- Click the Action icon adjacent to the expression name and select Approve or Reject to Authorize or Reject an existing Expression. This action can only be performed by a user with the Approver role.