Finding Your Way Around
The Rule Repository fills one area of your application's page. This page shows what is on the main screen, how to start something new, and how the repository talks to you through notifications and confirmations. Once you know these, every other page of this guide reads the same way.
The main screen has these parts:
- The tabs across the top. Each one shows a grid of one kind of record:
- Source Objects and Source Versions: the data your rules look at, and its versions over time.
- Rules and Rule Versions: your rules, and every saved version of each.
- Drafts: rules and versions that are not finished yet.
- Tests: saved tests.
- Live Evaluations: each time your application ran a live rule on real data, where your application records this.
- User Activity: who did what, and when.
- AI, at the right end of the tab row, opens the AI Assistant. It is there only when your application offers the AI features and you are allowed to use them.
- + New..., beside it, starts something new.
- The grid of the current tab, with its filters above it and its page controls below it.
Some tabs are shown only if you are allowed to see them. Without that permission, Drafts, Tests, Live Evaluations and User Activity are hidden, together with every way into them. See Permissions.
Switch between grids
Click a tab. The grid under it changes, and keeps its own filters and page, so when you come back to a tab you see the rows you left.
Start something new
- Click + New.... It lists New Rule..., New Draft... and New Test....
- Select one. The dialog for it opens at its first step.
Only one of these dialogs can be open at a time. New Rule..., New Draft... and Test... are also at the bottom of the Source Object and Source Version dialogs, and New Draft... and Test... at the bottom of the Rule Version dialog. From there they start with that record already selected.
Open a record
Click a row in any grid. The record opens in its dialog over the grid. See Record Dialogs for how a dialog is laid out, and Grids: Filters, Sorting and Paging for finding the row you want.
Notifications
The repository tells you how something went with a small card:
- Green: something succeeded, such as a record saved. It appears at the bottom right and fades after a few seconds.
- Amber: the repository could not do what you asked, and says why, so you can put it right. It appears at the top right and stays until you click OK.
- Red: something went wrong on the server. The message includes a code that starts with "CE" for your support team. It stays until you click OK.
Your application may show these messages its own way instead.
Confirmations
Before it does something that is hard to undo, the repository asks first. A confirmation opens inside the dialog it belongs to, and that dialog waits until you answer.
- Unsaved changes: closing a dialog in which you changed something asks before your changes are lost. Cancel keeps everything as it is.
- Pay Attention: going live, taking a version offline, approving and declining take two steps. The first says what will happen and lets you add a note. The second asks you to type a word, such as live or offline, before its last button works. See Going Live.
- Danger Zone: deleting is permanent, so the confirmation lists what will be deleted with the record and asks you to type delete. See Deleting.
Smaller screens and phones
On a narrower screen the repository makes room:
- Grids hide some of their columns. Sorting and filtering still work on hidden columns.
- Below 1400 pixels wide, only the current tab is shown, with ⋯ beside it listing the others, and the filters move into one button, No filters... or Filtered..., that opens them in a small dialog.
- Whenever something is hidden for room, a blue line at the top says so.
On a phone, some things are not available at all: the Test and Test Result dialogs, Show related... and the larger Full View. Rows of the Tests and Live Evaluations grids do not open there. Use a larger screen for those. See Languages, Themes and Screen Sizes.