1. User Guide
  2. Business Rules Administration
  3. Application Specific Rules
  4. Static Table Driver

5.3.5 Static Table Driver

Profitability and Balance Sheet Managerment (PBSM) Cloud Service’s Static Table Drivers are declared as drivers in the Driver process tab for allocation rules of the type Static Driver Table.

For more information, see Allocation Specification.

Topics:

Navigating in the Summary Screen

When you first navigate to the Static Table Driver Summary screen, the rules stored within your current default Folder are presented in a summary table. The Static Table Driver Summary screen has the following panes: Search and Static Table Driver.

The title bar of the summary page provides the following actions for the user:

  • Add: Click Add icon to build a new Static Table Driver rule.
  • Multiple Delete: Select one or more rules in the table and then click the (-) icon at the top right of the summary page to delete more than one rule at the same time.
  • Export: Click Export to download the displayed information in the summary table in .xls format.
  • Refresh: Click Refresh to refresh the summary page.
  • Help: Click the Help icon to view the Static Table Driver Rule help.

Search

To search the Static Table Drivers, perform the following steps:

  1. Click the Search icon on the Search pane to collapse (display) the criteria window.
  2. Enter the Static Table Driver Name or Description and click Search to display the Static Table Drivers that match the criteria.
  3. Click Cancel to remove the filter criteria on the search window and refresh the window.

The search results are displayed in a table containing all the Static Table Drivers that meet the search criteria.

Static Table Driver Pane

The Static Table Driver pane presents a table containing all Static Table Driver rules that meet your search criteria and displays the following columns.

  • Name: Displays the short name of the rule.
  • Folder: Displays the folder name where the rule is stored.
  • Tags: Displays the tags associated with the rule.
  • Created By: Displays the Name of the user who created the rule.
  • Modified By: Displays the Name of the user who last modified the rule.
  • Modified Date: Displays the Date and Time when the rule was modified last.
  • Access Type: Displays the access type of the rule - Read/Write or Read Only property of a Static Table Driver rule. Only the creator of a rule may change its Access Type.
  • Action: Displays the list of following actions that can be performed on the selected rule.
    • View: Click View in the Action column and select View to view the contents of a Static Table Driver in read/write format.
    • Edit: Click Edit in the Action column and select Edit to edit the contents of a Static Table Driver in read/write format.
    • Save As: Click Save As in the Action column and select Save As to create a copy of an existing Static Table Driver.
    • Delete: Click Delete in the Action column and select Delete to delete an existing Static Table Driver.

You may select or deselect all the Static Table Driver rules in the summary table by clicking the check box in the upper left-hand corner of the summary table directly to the left of the Name column header.