How to complete rule form and data form fields

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How to use

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.

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 blue triangle (some forms have a green triangle) in the lower-right corner. To complete the field, place the insertion point in the text area and press your keyboard's 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 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.)

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 

For an array, click to insert a new blank row below the row on which the button appears. (Some forms use .)

Append row

For an array, click to insert a blank row at the bottom of the current array. (Some forms use .)

Calendar

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

Drag and
drop

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

To reorder the rows of an array, hold the mouse pointer over a number. Click and drag to another row. 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 button), 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.

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Description

A Save or Save As operation failed because one or more fields on the form are missing or not valid.

The system displays an errors-and-warnings section below the top section of the form with a count of the errors and warnings (for example 'There are 2 errors and 2 warnings'):

Expand the error section to examine the details. You cannot save a form that has errors.

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

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.

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

The instance is deleted.

A flow is in draft mode.

Identifies a condition that may not conform 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 in the Guardrails report.