Grids: Filters, Sorting and Paging
Every tab of the Rule Repository shows its records in a grid, and every grid works the same way. A grid lets you narrow a long list down to the records you want, put them in the order you want, and move from a record to the records related to it, such as from a rule to its versions or its tests. Learn it once and you can use every tab.
A grid has these parts:
- Filters, in a row above the grid. Each filter narrows the rows to those that match one condition, such as a source object, a creator or a date range. Reset clears all of them.
- Column headings. Click one to sort the grid by that column.
- Rows, one per record. Some cells are links, shown in red, that open another record.
- Counts, the columns at the right that count what belongs to each record, such as its versions or its tests. A count in red is a link to those records.
- Page controls, at the bottom right: which rows you see, the page you are on, the arrows to the previous and next page, and how many rows a page holds.
Filter a grid
- Click a filter, such as All sources... or All creators.... Its list opens. Lists of names have a search box at the top: type a few letters to shorten the list.
- Select a value. The grid shows only the matching rows, and the filter now shows what you selected.
- Add more filters the same way. Filters work together: select a source and a rule type, and you see only the rules of that source with that type.
- Click Reset to clear every filter of the grid.
The date filters, such as Filter by Created On..., offer ready ranges: Today, Yesterday, This week, Last week, This month, Last month, This year and Last year, and Custom... for dates you choose.
A grid keeps its filters while you look at other tabs, so you come back to the rows you left.
Sort a grid
Click a column's heading to sort by it. Click it again to sort the other way. The heading you sort by turns red and shows an arrow: ▲ for ascending, ▼ for descending. Grids start with the newest records first.
Page through a grid
The bottom right of the grid shows which rows you see, such as "1–10 of 13", and the page, such as "Page 1 of 2".
- Click ‹ or › to go to the previous or the next page.
- Click the number beside them to choose how many rows a page holds: 5, 10 or 25.
Follow the counts
The columns at the right of a grid count what belongs to each record: Versions, Rules, Rule Versions, Drafts and Tests. The last columns have icons for headings; hover over one to see what it counts:
- ≠ (blue): saved tests that have not been run yet.
- ✓ (green): live evaluations that succeeded.
- ✗ (red): live evaluations that ended in an error.
To see the records behind a count:
- Click a count shown in red. The grid changes to the grid of those records and shows what it is filtered by, such as the name of the source object you came from.
- Click ← Back to ... to return to the grid you came from.
The two icons at the start of a row do the same for a record's history: the first lists all its live evaluations, the second its entries in User Activity. They appear only if you are allowed to see those grids.
- Click a row to open its record in a dialog.
- Click a link in a row, shown in red, to open that record instead. In the Rules grid, for example, the source in a row opens that source object.
- In a record's dialog, click Show related... at the bottom left. It lists the records that belong to this one, such as a rule's Versions, Drafts, Tests, Live Evaluations and User Activity. Select one, and the grid behind the dialog shows those records. Show related... lists only what you are allowed to see.
Compare two versions
The Source Versions and Rule Versions grids have a box at the start of each row.
- Check the boxes of two versions. Once you check one, the boxes of versions that cannot be compared with it are turned off.
- Click Compare Selected. The two versions open side by side.
See Comparing Source Versions and Comparing Rule Versions.
On a smaller screen
On a narrower screen a grid hides some columns; a hidden column still sorts and filters. Below 1400 pixels wide, the filters move into one button, No filters... or Filtered..., which opens them in a small dialog with Cancel, Reset and Apply. Nothing changes in the grid until you click Apply. The boxes for comparing versions are hidden below 1100 pixels wide.