Rule Sets are a set of rules grouped together. When adding a new rule to a rule set, you must provide a rule name and a valid rule expression. All other fields are optional.
To add a rule to a rule set
- In the Library, go to the Rule Sets tab and double-click a rule set. The Rule Set: Name panel opens.
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Do one of the following:
- In the Rule Set: Name panel, click Add Rule.
- On the Rules tab, click Add Rule.
The Business Rule: Name panel opens.
Note: The Enabled option is selected by default. - Clear Enabled if you want to disable the rule. When you disable a rule, it remains in the rule set but it is not analyzed.
- In Name (required), enter the rule name.
- In Description, enter a brief description.
- For Priority, click the drop-down and select the rule priority from the list.
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For Passing Threshold, use the slider to specify the threshold percentage. You can also use the left/right arrow keys of your keyboard for selection. Alternatively, you can enter a numeric value with up to two decimal places of precision, in the text box beside the slider, such as 92.78. If you do not add an appropriate value you see the message:
Enter Percentage Value
.Note: The value reflects the percentage of rows that should comply with this business rule. For example, enter 100 if all rows must comply. - In Categories, add and edit the associated category using instructions in Associating Categories with Rules.
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In Expression (required), define the rule expression using functions, attributes, literals and operators. You can define the expression manually or use the Expression Builder. You can open multiple instances of the Expression Builder.
- To use the Expression Builder, click the edit icon . The Edit Expression panel opens.
- Define the expression statement in the text area. For attribute names that start with a zero, include the name within in single quotes, for example, '01line'. Otherwise, you will get an error.
- To check your expression, click Validate. To check your expression as you enter it, select Auto-validate. When the expression is correct, a Validation Succeeded message displays under the text area. If the expression is incorrect, a Validation Failed message displays, along with the reason for the failure. For example, unexpected identifier or unrecognized variable. Modify the expression as needed.
- Click Done to save the expression and close the Expression Builder.
To learn about the Expression Builder, see Using the Expression Builder.
- Define the Filter By, Group By, or Aggregate By expression, if available. For more information, see Advanced Options.
- For Maximum Failing Rows Returned, click the drop-down list and select Default (10,000 rows), Custom, or Unlimited. For Custom, specify the maximum failing rows returned by typing a numeric value (the default is 16,000). For more information, see Maximum Failing Rows Returned.
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Do one of the following:
- Click Save to save your changes and to keep the panel open for further modifications.
- Click Save As to create a new rule based on the current rule and add it to the rule set. The Save As New Rule window opens. Enter a unique name for the rule and click Save. The new rule displays in the Library Business Rule: Name panel.
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Edit the rule as needed or click Done to return to the Rule Set: Name panel.