Edit Rules on a Worksheet

Edit rules on a worksheet on the Rules tab.

  1. Open the worksheet for which you want to edit rules.
  2. If you are not already on the Rules tab of your worksheet, click the Rules icon in the top left corner above your worksheet.
    The Rules screen shows a tile with the rule name for each defined rule.
    Note

    If you have many rules, you can switch from the tile view to the list view that shows a line for each rule.

  3. Click the tile or line that contains the name of the rule you want to edit. The rule definition will appear in the Edit Rule dialog.
  4. For a text rule:
    1. Edit the conditional expression on the text line.
    2. Click outside of the text line to start validation.

      If the rule expression is valid, the Save button is enabled.

      If the rule expression is not valid, a message appears indicating the error. In this case, fix the error and validate the rule again.

  5. For a decision table rule:
    1. To change any column expression, follow these steps:
      • Click Edit Conditions.

      • Type over a column expression to edit it, delete a column expression, or add more column expressions.

      • When you are done editing the column expressions, click Save.

    2. To change any of the column conditions, follow these steps:
      • In the cell you want to edit, right-click and select Edit.

      • If you want to add another row, enter the condition in the empty cell below the last row.

      • If you want to delete a row, right-click the blank cell at the beginning of row and select Delete Row.

      • If you want to move a row, right-click the blank cell at the beginning of row, select Cut Row, click the blank cell at the beginning of the row where you want to move, and click either Insert Copy Above or Paste Row.

  6. You can take any of the following actions:
    • Edit another rule.

    • Click the Run All Rules icon on the right bottom of the Rules screen to show the number and percentage of records that failed each rule.

    • Click the Data Table icon in the top left corner to return to the worksheet where you can define a filter to show the records that passed or failed each rule.