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. Do either of the following:

  4. Click OK or Save.