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 Configuring the Table Component.

  2. Click the Rules tab.

  3. Click New.

  4. 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.

  5. Click OK or Add.