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Source Rules determine where the report gets its data. When setting up source rules, you select the specific sources of data used to create the report. You create a hierarchy of sources so that different fields can have different sources. The hierarchy of sources means that PACE initially looks for data for the first source listed and then moves down the list until the required data is found.

You must be in Build Components Mode to create a Source Rule separate from a Report. This section explains Source Rules in Build Components Mode.

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Create a Source Rule

Complete the following procedure to create a source rule.

  1. From the Source Rules folder in the Components tab, right-click an existing source rule and select New. Or, select New from the New dropdown menu on the toolbar.
    You see the New Source Rule window. The field types appear on the left pane of the source rule window and the selected sources for the highlighted field type appear on the right. Field types with assigned sources have a red check on the folder next to it.

    New Source Rule Dialog Box

  2. Enter a name for the Source Rule in the Name field. Enter any descriptive information in the Comments field.

  3. To add sources to a field type, highlight the field type and click Select Source. The sources you select are used in the source rule.

  4. To remove an existing selected source, highlight the source, right‑click and select Clear this Source. To remove all selected sources for a field type, select Clear all Sources. To change the order of the hierarchy of source, drag-and-drop the source to another location in the list.

    Change Hierarchy of Sources Dialog Box

  5. Click OK to save your changes.

Work with Source Rules

Complete the procedures in the following table to work with source rules.

Option

Description

Edit a source rule

Double-click the source rule from the Explorer, or select Edit from the right-click or New menu. You can change the rule or the hierarchy of sources.

Copy a source rule

Highlight the source rule and select Copy from the right-click or New menu. Enter a name for the source rule in the Copy Source Rule dialog box. Click OK and make any additional source rule changes.

Delete a source rule

You can only delete a source rule if you own it. Select a source rule you own, then select Delete from the right-click or New menu. You see a confirmation dialog box.

If the source rule is used in any reports or report profiles, a message appears that the source rule cannot be deleted. Deleting the underlying rule would corrupt the report itself. Select Usage to view the reports or report profiles that own the source rule.

Select OK to delete the source rule.

Rename a source rule

Highlight the source rule and select Rename from the right click or New menu. You see the Rename Source Rule dialog box. Enter a new name for the source rule and click OK.

Show source rule history

Show history tracks changes made to a component by users other than the owner. It reads from the UPDATE_JOURNAL table in the PACE_MASTER database. Highlight the source rule, right-click and select Show History. You see the Show History dialog box.

View source rule usage

Highlight a source rule, right-click and select Usage. You see the Usage of Source Rule dialog box. This dialog box displays the report rules that use the selected source rule. You can sort the results by Name, Owner, or Groups fields.

To make changes, right-click and edit the component. This is useful if you need to remove duplicate field attributes. Click Close to close the dialog box.

Transfer ownership of a source rule

Highlight a rule, right-click and select Transfer Ownership. You can transfer ownership to members of your own business group, or to users outside your business group. Users of your business group are displayed by default. To view users outside your business group, deselect Show me only users in my group. If you are a member of a compound business group, all users of the compound business group are displayed. The users are not displayed according to their underlying regular business group. You must own the source rule to transfer ownership. When you transfer ownership, all items and components contained in the selected component are available to the target owner.

After specifying the user to transfer ownership to, a confirmation message appears. Click Yes to transfer ownership, or No to cancel.

Migrate a source rule

You can migrate a source rule from one environment to another. Highlight a source rule, and right-click Migration.

Publish a source rule

You can publish source rules for individual users or entire business groups to view and use in reports.

Highlight a rule, right-click and select Publish. You see the Publish Rule dialog box. The User’s Report Rule icon appears next to the published rule. Report rules that were published by other users have a key icon next to them. If you have access to edit other users’ rules, that icon is not displayed.

The Publish Status dialog box displays components in the source rule that were not published. You must publish these components to continue. You cannot publish an item that has dependent items unless you also publish the dependent items.

Apply a source rule to multiple reports rules

Highlight the source rule, right-click and select Apply to Report Rules. You see the Apply Source Rule to Multiple Report Rules dialog box.

Available report rule categories appear to the left. As you highlight each category, available report rules appear on the right. To apply the source rule to a report rule, double-click the report rule to move it to the Selected Report Rules section at the bottom of the dialog box. When you select all the report rules, click Apply. If the report rules you selected do not have the necessary fields for the source rule, you are prompted to apply the source rules anyway, or to cancel.

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