13.1 The Rule Summary Page
The Rule Summary page is the gateway to all rules and related functionality of the application. From there, you can navigate to other related pages.
On the header of the Rule Summary page, you can perform simple queries on Folder, Rule Name, and in many cases, the dimension on which the rule is based.
Table 13-1 Page components for the Rule Summary Page
| Name | Type | Default Value | Required/ Optional | Updatable | LOV, additional information |
|---|---|---|---|---|---|
| Folder | Drop-Down List | Set in Application Preferences | Required - for filtering the rules under the folder | No – Only able to select from the presented list. | N/A |
| (Rule) Name | Text Box | None | Optional – for filtering the rules on Rule Name | Yes | You can specify all or part of a rule name. For example, if you want to see only those Rules which start with 'A' – Enter A in the text field. |
| Dimension | Drop-Down List | Set in Application Preferences | No - Only able to select from the presented list | N/A | |
| Search | Button | N/A | N/A | No | Initiates rule search based on specified criteria. |
| Reset | Button | N/A | N/A | No | Restores default search criteria. |
| Add | Button | N/A | N/A | No | Initiates the Data or Ledger Loader rule creation process |
| (Rule) Name | Display Value | N/A | N/A | No | Mouse over shows the rule description and in some cases also displays the unique system id number. |
| Created By | Display Value | N/A | N/A | No | Who created the Rule version. |
| Creation Date | Display Value | N/A | N/A | No | When was the rule created? |
| Last Modified By | Display Value | N/A | N/A | No | Who last modified the rule? |
| Last Modified Date | Display Value | N/A | N/A | No | When the rule was last modified? |
| View | Icon | N/A | N/A | N/A | Opens the selected rule in read-only mode. |
| Edit | Icon | N/A | N/A | N/A | Opens the selected rule in edit mode. |
| Delete | Icon | N/A | N/A | N/A | Deletes the selected Rule. |
| Copy | Icon | N/A | N/A | N/A | Initiates the process of copying rules. Explained later in this document. |
| Run | Button | N/A | N/A | N/A | Initiates process for running Rules. Explained later in this document. |
| Pagination Options | Icon | Set in Global Preferences | N/A | N/A | Indicates the number of rows to display per page in the summary table. |