Rule Sets

Rule sets are a collection of rules you can apply to the Target scenario definition.

Name

Freeform text field to give rule set a short name.

Description

Optional freeform text field containing additional rule set information.

Process Sequence

The order in which the Rule Sets are run. Rule Sets are run in ascending order of the process sequence.

Active

Indicates if the rule set should be run during rule processing (on/off toggle).

Collapse Data

Collapses all data to the Import origin.

NOTE: Use Collapse Data if the scenario will be used in cube view forms to allow form adjustment entry into the origins.

Add a Rule Set

  1. On the Setup page, select the definition.

  2. Select Insert Row on the Rule Sets table header and then double-click these cells to enter information:

    Name

    Enter a display name to identify the rule set.

    Description

    Enter an optional description for the rule set.

    Process Sequence

    Enter the sequence order for rule set processing.

  1. Click Save.

Copy a Rule Set

You can copy a rule set across definitions.

  1. On the Setup page, select the definition.

  2. Select the rule set you want to copy.

  3. Select Copy Set.

  4. In the Copy Rule Set dialog, add the new rule set name, a description and the target definition.

  5. Click Copy.

Delete a Rule Set

  1. On the Setup page, select the definition and rule set.

  2. Select Delete Row(s).

  3. Click Save.