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Navigation and Screen Display

There are several ways to navigate through the Rules Palette. The Main Menu at the top of the screen contains a Window option for opening and closing various windows. The Tool Bar provides access to short cut icons, which can also open functionality.

menu bar at the top of the Rules Palette

Rules Palette Main Menu and Tool Bar

There are five main sections of the screen:

Rules Area: contains four tabs. Click a tab to access the folder structure contained in that Explorer. If a tab is not visible, it can be accessed from the Window option on the Main Menu. An explanation of each Explorer is provided below.

Admin Explorer: organized by task. Allows you to perform administrative tasks.
Main Explorer: organized by company and plan in a navigation tree structure. Allows you to view transactions, segments and business rules from a company and plan perspective.
Global Rules Explorer: organized by type of global rule in a navigation tree structure. Allows you to view all global transactions, segments and business rules used in the Rules Palette.
XML Navigator: helps you navigate through the XML. You can search for specific HTML tags using this tool.

Configuration Area: where rules, transaction and segments are configured.
Palette Area: where you find and use new or existing fields and math variables.
Miscellaneous Area: where various configuration options will display depending on the current configuration task being performed. For example, the FieldProperties Window will open in this area.
Error Output Area: where errors are displayed.
Docking Area: where docked windows are displayed and can be expanded.

Screen areas defined

Five Main Sections of Rules Palette Highlighted in Various Colors

Navigating in Rules

Use the Explorer window to find specific business rules, segments or transactions. Double-click the XML file of a rule, segment or transaction to open the file in the Configuration Area. You can open multiple items at one time. A tabbing system allows you to toggle between the open items. The down pointing arrow button on the top right of the screen also allows you to toggle between rules.

You can use the double arrow button located in the upper right corner of the screen to open tabs if they are not visible on the pane. You can move back and forth between tabs in either direction by clicking on the left/right arrows.

Tabbing system highlighted on screen

Tabbing System at the Top of the Configuration Area