Field Rules

Owned by Becky Weinberg (Unlicensed)
Last updated: Jul 26, 2023 by Pamela Totas (Deactivated)
4 min read

Field rules determine what data is displayed in a report. You access field rules from the Components tab in the Build components mode.

Create a New Field Rule

Before creating a new field rule, make sure you are in Build Components Mode.

  1. Select the Components tab.

  2. Open the Field Rules folder from the categories on the left of the window.
    You see the Fields Rule workspace.

  3. Click Compose on the Main Menu.
    You see the Build a New Field Rule dialog box.

  4. Select the type of field rule you want to create, and then select a report subtype, such as Single Period, Multi Period, or Comparison.

  5. Click Next.
    You see the New Field Rule dialog box.

  6. Enter a name for the for the field rule in the Name field. Add a field to the field rule by clicking the arrow next to the box under Choose Fields. To sort the contents of the field, select an up or down arrow for the specified field under the Sort Type column.

  7. Click OK to continue.
    Select the check box next to each field you want to use.

  8. You can view the fields you created, or you can select Show me all fields from the drop-down list.

The icons are defined in the following table.

Icon

Description

Column

Select the columns you want to include. All available columns are selected by default.

Usage

Shows which reports and sources use this field rule.

View

View only, you cannot make changes here.

New

Creates a new field.

Edit

Edits the currently highlighted field.

Copy

Copies the currently highlighted field. Enter a new, unique name for the copied field.

Delete

Deletes the currently highlighted field.

Locate

Locates a field. Searches can be limited to match whole words only or to match case.

Work with Field Rules

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

Option

Description

Edit a field rule

Double-click the field rule from the Explorer, or select Edit from the right-click menu. Make any necessary changes on the Edit Field Rule dialog box and click OK.

Copy a field rule

Highlight the field rule and select Copy from the right-click menu. Enter a unique name for the field rule in the Copy Field Rule dialog box. Click OK and make any additional changes.

Delete a field rule

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

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

Select OK to delete the field rule.

Rename a field rule

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

Show field rule history

Show History tracks changes made to a component by users other than the owner of the item. It reads from the UPDATE_JOURNAL table in the PACE_MASTER database.

To show the history of a field rule, highlight the field rule in the Components Explorer window and select Show History from the right-click menu.

Field rule usage

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

You can right-click and edit the component right away. This is useful if you need to remove duplicate field attributes.

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.

Publish a field rule

You can publish field 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 Field Rule dialog box.

The user’s Report Rule icon appears next to the published rule. Field rules that were published by other users have a key icon next to them. However if you have access to edit other users’ rules, that user does not see this icon.

Migrate a field rule

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

Transfer ownership of a field 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.

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