Record Dialogs
Every record in the Rule Repository, whether a source object, a source version, a rule, a rule version, a draft or a test, opens in a dialog of its own. A record's dialog shows everything about that one record: what it is, what it is linked to, its statistics, its notes, and the fields you can change. The dialogs of different records share one layout, so once you know one you know them all.
A record dialog has these parts:
- The header: the kind of record and its name, such as "Rule Version: v1", on the left. On the right are the date the record was created and the date it was last modified. Hover over the dates to see the exact time and who did it. The X at the far right closes the dialog.
- The information line: a grey sentence under the header that says what the record is and what it belongs to, such as which rule a version belongs to and which source version it was written against. Each name in it is a link that opens that record in another dialog.
- The Live and Approval lines, on versions only: whether this version is live, and where its approval stands, each in its own colour, with buttons such as Go Live or Approve beside them. Hover over a line to see when it changed and who changed it. See Going Live and Approvals.
- The tabs, which fill the middle of the dialog. Which tabs a dialog has depends on the record:
- Rule Editor, AI Rule Editor, Source Fields, Source XML and Rule XML show the record's definition. See The Rule Editor, Browsing Fields and Rule Versions.
- Stats shows two charts, one of the record's saved tests and those not run yet, and one of its live evaluations, with a chart of live evaluations over time under them. The numbers in the tab's label are the tests not yet run, in blue, and the live evaluations, in grey.
- Internal Notes holds working comments about the record. The number in its label is how many there are. See Notes and Descriptions.
- Value Templates, on source objects and source versions, holds saved sets of test values. See Value Templates.
- Details is always the last tab. It holds the record's name and description, the button that saves them, and the button that deletes the record.
- The buttons at the bottom: Show related... on the left, which lists the records that belong to this one, and on the right the actions that start from this record, such as Compare to..., Test..., New Draft..., New Rule... or Clone....
Change a record's name or description
- Open the record and click the Details tab.
- Change the Name or the Description. A label in bold marks a required field. While a required field is empty, the save button stays turned off, and its tooltip names the fields that still need something.
- Click Save Changes (on a draft, the button that saves it). A green notification says it was saved.
A rule version can never change once it is saved: only its name and description can. To change what a rule does, save a new version. See Rule Versions.
If someone else saved the same record while you had it open, the repository saves nothing and says so: "Someone else saved this while you had it open, so nothing was saved. Reopen it to see their change." Close the dialog, open the record again, and make your change once more.
You need permission to change a record. Without it, the save button is shown but turned off.
Close a dialog
- Click the X in the header, or press Esc.
- If you changed something and did not save it, such as a field in Details, a note you typed but did not add, or a draft's rule, the repository asks before your changes are lost. Click Cancel to keep the dialog open with everything as it is.
Esc does not close a dialog while you are typing in a field, while a list, menu or filter is open (Esc closes that instead), or while you are working in the Rule Editor.
Work with several dialogs
A link in one dialog opens another dialog on top of it. Several can be open at once:
- The dialogs underneath turn pale, so you can always see which one is on top.
- Click a pale dialog to bring it back to the top.
- Esc and the X close only the dialog on top.
Use the Full View
Some tabs, such as Source Fields and Rule XML, have a Full View icon in their bottom right corner. Click it to open the tab in a larger dialog. Click Back to return to where you were. Full View is not available on a phone.