Configuring Rules

To set up rules for advanced defaulting behavior or calculating column totals, configure any required table logic, as follows:

You can configure table rules in the same way you configure advanced request type rules. That is, you can configure fields (columns) in the table to default to certain values based on an event or value in another field in the table. Because the table component rules are configured using an SQL statement, you have enormous flexibility for the data that populates the table cells.

  1. Follow the instructions in Configure table component.

  2. Click the Rules tab.

  3. Do either of the following:

      1. Click New.

      2. Create a rule

        Field Name

        Description

        Rule Name

        Provide a name for the rule.

        Description

        Provide a description of the rule.

        Enabled?

        Indicate whether this rule is active or not.

        Rule Event

        Select a value from the list.

        Process subsequent rules?

        This rule could trigger other rules, indicate if the triggered rules should be followed or ignored.

        Dependencies

        Use the New, Edit, and Remove buttons to indicate column dependencies. For example:

        Column = Price [All Values = Yes]

        Column = Quantity [All Values = Yes]

        Results

        Use to indicate results columns.

        Column Header = Total

        Logic

        Define the logic associated with the rule. Can be SQL Default or UI Rules.

        For example, the SQL could be:

        SELECT [TE.P.PRICE] * [TE.P.QUANTITY], [TE.P.PRICE] * [TE.P.QUANTITY]

        FROM sys.dual

        For information on how to work with UI Rules, see the Demand Management User Guide.

        For detailed examples, see Example of Using a Table Component on an Order Form.

      3. Click OK or Add.

      1. Click Copy from.

        The Copy Rules window opens.

      2. In the Validation field, select a validation where you want to copy the rule and click OK.

        All the rules of the selected validation are loaded in the Copy Rules window.

      3. Select the desired rule and click OK.

  4. Click OK or Save.