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Add Data Rule

5 views 0 June 27, 2021 kbadmin

The Add New Data Rule option enables you to create new Data Rule records in the database. Perform the following procedure to create a new Data Rule record:

  1. Click button.

The Data Rule Designer – Add page is displayed.

  1. Populate the form as tabulated:
Field Description
Step 1 : Add Data Rule Designer
DRD Name Enter the Data Rule Design name.
Choose the fields Click  button adjacent to the Select Object field and select an object from the Lookup window.
Sequence Enter the sequence number of the Data Rule in this field.
Category Enter the category.
Description Enter a description for the Data Rule.
Record Limit Enter the allowed number of records.
Type of Action Select the radio button adjacent to the action type. Available options are the following:

·       List

·       Add

·       Modify

·       Delete

Union Select the check box adjacent to this field if the Data Rule is a union.

Note: Enabled only for DRD Query Object.

Click  button.

Step 2 : Add Associations
Source Object Click the drop down list and select the source object.
Source Object Alias Name Enter an alias name for the source object.
Join Click the drop down list and select the join. Available options are the following:

·       Inner Join

·       Left Outer Join

·       Right Outer Join

Association Object Click  button adjacent to the Association Object field and select an object from the Lookup window.
Association Object Alias Name Enter an alias name for the association object.
Source Object Fields Click  button and select the required Source Object Fields from the Lookup window.
Association Object Fields Click  button and select the required Association Object Fields from the Lookup window.

Click  button to create the association. The association is displayed with Source Object, Source Object Alias, Join, Association Object, Association Object Alias, and Associations Criteria details.

Click  button.

Step 3 : Add Rules
Object Name Click the drop down list and select the object name.
Field Name Click  button adjacent to the Field Name field and select a field name from the Lookup window.
Condition Click the drop down list and select the condition.
Value Enter the value for the expression and click  button to create the expression through Build Expression window.
Operator Click the drop down list and select the operator.

Click  button to create the rule. The rule is displayed with Sequence, Object Name, Field Name, Condition, Value, and Operator details.

Grouping Enter the grouping.

Click  button.

Step 4 : Choose Fields
Available Fields Select the required fields in the left pane. Use Control/Shift keys to select multiple fields. Click  , , , and  buttons to select/deselect fields. The selected fields are displayed in the right pane.

Use  and  buttons to sort the selected fields in the right pane.

Click  button.

Chosen Fields
Properties Select the fields in Chosen Fields pane and update the property details such as Field Name, Field Alias, Group By, and Sorting.
  1. Click button to complete the definition process.

You can also click  button to navigate to the previous screens and edit the report details.

You can also click the  button to view the details and  button to view the SQL.

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