Creating, modifying, and deleting a rule template
You cannot delete a rule template if an existing rule is based on the template.
- In the Project Explorer, select a form, section, or item.
The editor for the study object appears in the workspace.
- Select the Rule Templates tab.
- Click Add.
The New Rule Template dialog box appears.
- Fill in the fields in the dialog box.
- Click OK.
- In the Project Explorer, select a form, section, or item.
The editor for the study object appears in the workspace.
- Select the Rule Templates tab.
- In the grid, select the rule template to modify.
- Click Edit.
The Edit Rule Template dialog box appears.
- Modify the template as necessary.
- In the Project Explorer, select a form, section, or item.
The editor for the study object appears in the workspace.
- Select the Rule Templates tab.
- In the grid, select the rule template to delete.
- Click Delete.
The template is removed from the form or item.
Option descriptions for the New Rule Template dialog box.
Rule Template dialog box—Option descriptions
Option |
Description |
---|---|
Properties tab |
|
Name |
Name of the rule template. |
Classification |
User-defined term used to organize rule templates. |
Description |
Description of the rule template. |
Display Text |
Text that appears in the Rule Summary section of the Rule wizard after the When Value Is information. If this field is blank, the contents of the Expression workspace are used. If the expression contains parameters, the name of the parameter and the value of the parameter appear. For example, if the expression is value must be between {a} and {b}, and the value of a is 10 and the value of b is 100, the parameters appear as a:10 and b:100. |
Definition tab |
|
Return Type drop-down list |
Return type of the rule template; one of the following: Integer, Float, String, Boolean, Date/Time, or Array (A list of values, all of the same type). |
Expression |
Expression of the rule. For more information, see About the rule expression language. |
Parameters (Optional) |
|
Parameter |
Name of the parameter. |
Data Type |
Return type of the parameter; one of the following: Integer, Float, String, Boolean, Date/Time, or Array (A list of values, all of the same type). |
Default Value |
Specified value of the parameter. |
References |
|
Data tab |
Lists study objects in the scope of the rule. Optionally, to view the rule model properties of all of the study objects, select Show all. |
Functions tab |
Lists functions registered in a study and the libraries that appear in the Libraries List in the Study Editor. Any rule in the study can reference a function. |
Constants tab |
Lists constants created in the study and the libraries that appear in the Libraries List in the Study Editor. Any rule in the study can reference a constant. |
Data Mappings tab |
Lists:
|