Rule Editor

Audience

Audience: Administrators & Read/Write Users Edition: Enterprise & Premium

Overview

Administrators and Read/Write users can create new Rules and edit existing ones using the Rule Editor.

Reference the Rule-Driven Charting Example article for step-by-step instructions in creating a View with Rules and Box Styles.

Accessing the Rule Editor

Click on the in the top-left corner of the screen, and then select the View Manager option.

The View Manager User Interface is displayed.

Click on the Rules button.

The Rules panel is displayed to the left.

Click on the + icon (at the bottom of the list of Rules), or right click on an existing rule, and then select the Edit option.

The Rule Editor is displayed.

Rule Options

The 8 tabs in the middle of the Rule Editor contain different presentation options that can be applied in a Rule.

When employee records match the defined Rule criteria, the presentation options are applied.

The following presentation options are available:

Basic Styles

Box Style Library

System - Select a system created Box Style from the System Library.

Shared -Select a user-created Box Style from the Shared Library.

Box Style to Apply dropdown

Select a Box Style from the dropdown menu. The Box Style Library selected above will spawn the associated Box Styles.

Field Properties

The following options pertain to the presentation of the field selected in the Field dropdown menu.

Field dropdown	Select a Field to alter its presentation in the applied Box Style.
Set Font Color	Click to change the color of the font.
Set Fill Color	Click to change the color of the cell fill.
Set Text Style	Click to select the text style (Bold, Italics, or Underlined).
Hide Field	Do not show selected field in the Box Style applied to the View.

Box Properties

The following options pertain to the presentation of the box style that is applied.

Box Shape	Change the shape of the box.
Border Style	Change the thickness and style of the box.
Connecting Line Style	Change the thickness and style of the lines connected to the box.
Box Flag	Add and modify a flag applied to the box.
Box Color	Change the fill color of the box.
Border Color	Change the color of the box's border.
Connecting Line Color	Change the color of the lines connected to the box.

Branch Style

Select Branch Style dropdown

Select a style to apply to the branch (i.e Right Assistant) that meets the Rule criteria.

Master Page

Apply Master Page Template dropdown

Select a Master Page from the list to apply to the chart.

Optionally, use this option when creating a Basic Rule or Complex Rule to apply the selected Master Page when the top box of the subchart matches the Rule criteria.

Link Template

Linked Template dropdown

Select a previously made template ( View) to link to the current View.

Highlight

Highlight Color

Select a highlight color to apply to boxes that match the rule criteria.

Grouping

Container Box Style	Select a box style to apply around the grouped boxes.
Apply Box Style to Members	Select a box style to apply to the members of the defined group.
Sub-Group by Field	Add another field (i.e. Location) to further group employee records.
Minimum Group Size	Select the minimum amount of employee records that can be included in a group. If the number of employee records that meet the Grouping Rule criteria is less than the minimum amount, these records will not be grouped.
Allow Groups with Managers checkbox	Check to allow employee records with direct reports to be grouped.
Clear Existing Groups checkbox	Clear the any grouping that occurs earlier in the chart template.

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