Back Forward How to complete rule form and data form fields

C-495 These form elements let you rapidly interpret a form and interact with the form for fast data entry.

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Icons and controls

Below are common buttons, icons, and other controls that appear on many rule and data forms. This list does not include the icons and controls used in tools or those in work object forms.

Many controls appear only when they are needed. For example, buttons for array data entry do not display while a form is read-only. Click a row of an array to make the insert row, delete row, append row, and other buttons visible.

Icon

How to use

Pencil 
Pencil

Click once to open an HTML or Java editor or to open the form defining a related rule instance. See open authoring to learn how to set up an HTML or Java editor.

Autocomplete Autocomplete

Marks a field that allows you to select a value from a list. Type one or two characters to access the list.

SmartPrompt

SmartPrompt input fields have a green triangle in the lower-right corner. To complete the field, place the insertion point in the text area and press the Down Arrow key to display the list. Double-click a row to choose from the list.

To enter a property name using SmartPrompt, type a period before pressing the Down Arrow key. The resulting display lists properties in the current class and its superclasses.

In this Application Developer help system, a SmartPrompt symbol marks those fields where SmartPrompt is available.

(Most lists contain single words with no spaces. If a list element contains a space, selecting it appends only the final word to the input field.) B-13555

Triangle

Indicates that portions of the form are hidden. Click to open the form and access more fields. Click to hide the details.

In some cases, the triangle functions only when information in the expanded area is complete.

Trash can
 

For an array row, click to delete this row from the array. Lower rows move up.

Insert row 
Append Row

For an array, click to insert a new blank row below the row on which the button appears.

Append row
Append Row

For an array, click to insert a blank row at the bottom of the current array.

Magnifying glass     Click to search for a value, or start the Expression Builder, depending on context.
  Click to expand (make visible) a portion of a form.

Calendar
calendar

Click the calendar button to open a pop-up window that allows selection of a date and time value.

Drag and Drop
Drag and
drop

Many arrays are numbered, and the order of rows is significant.

TipTo reorder the rows of an array, hold the mouse pointer over a number. Click and drag to another row. B-19908 To duplicate or move a row, hold the mouse pointer over a number. Right-click to access a menu with Cut, Copy, and Insert options.

If you launch a form (with the Launch toolbar buttonLaunch), you can copy or drag rows from one rule form to the same array on another form. For example, you can drag steps from one Activity rule visible in the launched window to steps on the Activity form in the main window.

Mode icons

As you work with a rule or data instance, the form may display one of the following Form mode indicators. The smaller icon appears on the top row of the form.

Icon

Large Icon

Description

Errors

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A Save or Save As operation failed because one or more fields on the form are missing or not valid. Click the link to access error messages

Saving...

Wait. A Save or Save As operation is in progress.

Read-only Read-only

You cannot change this instance now. It may belong to a locked RuleSet version, or you may need to check it out before updating it.

Valid Valid

The instance is valid and saved. You have made no updates to the form after saving it.

deleted

The instance is deleted.

A flow rule is in draft mode.

  Warning

Identifies a condition that may not confirm to good practice or may not be desirable. Does not prevent the Save or Save As function from completing. Warnings are instances of the Index-Warning class and appear on the Preflight report. 42SP6

Grid controls

The Harness, Section, Flow Action, and Decision Table forms include a grid or table. To interact with the rows and columns of the grid, use these controls to change the size and structure the table.

Select any cell in the grid to enable the controls (The merge operations are not available for the Decision Table form.)

Icon

Description

Delete the contents of a single cell (not a row or column).
Insert a new row before (above) the selected row.
Insert a new row after (below) the selected row.
Delete the selected row.
Insert a new column before (to the left of) the selected column.
Insert a new column after (to the right of) the selected column.
Delete the selected column.
Merge right — Combine the selected cell and the cell to the right.
Merge down Merge down — Combine the selected cell and the cell below it. Proj-649 5.4
Unmerge — Undo the previous merge.

Links

Underscored values act as a link or anchor. Click the link to open a related rule.

C-1776 GAGNP 7/27/05

 Creating good Short Descriptions
 About the Expression Builder
 How to enter rule keys with Save As
 How to complete fields on work object forms
 How to complete a Pages & Classes tab
 Designer Studio —  Using the toolbar
 Identifying parts of rule and data forms
 Completing the new rule dialog
 Working with the Expression Builder

UpDesigner Studio basics