The Free Form rule editor is an advanced feature that requires knowledge of SRL and rule behavior to write rules.
| Note: Although all rule text can be entered manually, it is recommended that you use the Free Form editor lists to avoid typing mistakes that will render your rule invalid.
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Add a new rule to a ruleset or check out an existing rule, and click the
Edit icon on the toolbar if it is not already in edit mode.
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Select or retain
Free Form Editing in the editing menu.
| Note: The Free Form Editor rule editor is case-sensitive.
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Type
if and a space.
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Press Ctrl-Spacebar to open a list of items which include a data feed, custom UDFs, ScoreRecord, UDVs, and functions.
All Custom UDFs for the current project begin with the prefix
CUSTOM_.
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Select an item in the list (data feed name, custom UDF, ScoreRecord, or UDV).
You can type one or more initial characters to display just those items beginning with that character or characters.
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If the item is a data feed, type a period (.) and wait approximately one second for another list to appear or you can press Ctrl-Space.
You do not have to press Ctrl-Space after typing the period.
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Select an item (field name) in the list.
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Type a space, and press Ctrl-Space to open a list of operators, such as
is greater than or
is different from.
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Select the appropriate operator.
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Add arithmetic symbol operators (such as >=, =, <=) if needed.
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When the 'if' condition is complete, use the same techniques to write a "then" statement and (optionally) an "else" statement.
| Note: Nested statements should be used sparingly. There are limits to the number of statements you can nest, and although it might be convenient to nest statements, the trade-off is that deeply nested statements can be more difficult to read, maintain, and extend.
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Click the
Save icon to save the new rule to the workspace as part of the ruleset.
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Click the
Check In icon to add the rule (or updated rule) to the repository.
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Validate the ruleset according to your organization's needs.
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Submit the rule and the ruleset change for approval. Both the rule and the ruleset change must be approved before the rule can be deployed.
