Formset - Edit and Browse

Accessing the Formset screen:

To manage rule groups and rules, click on Formset icon (1). The Configuration will default to Formset (2) - Tickets (3) - Configuration (4).

The Formset Configuration tabs (for tickets, users, organizations) operate in two modes:

• Edit - Configure Conditionality rules including Driving conditions and Controlled fields and field values.
• Browse - Discover:

1. which fields and field values are being controlled
2. which fields are driving these controlled fields
3. which rules they are being controlled by

By default, when you access the Configuration tab, you will be in Edit mode.

To change to Browse mode, click the drop-down (1) and select the Browse option (2).

A user interface similar to the Edit mode interface opens, with the emphasis on selecting Driving or Controlled fields and field values to discover how they are controlled through Conditionality.

The Users and Organizations configuration tabs also have the ability to work in Edit and Browse modes.  The behaviour described here is the same for the Browse mode in Users and Organizations.

Browse Rules

In Browse mode, the rules are displayed in their groups. 

Use the Up/Down arrows at the left hand side of the Groups to hide the rules within the group to aid visibility when there are several rules.

• The Down Arrow displays the rules (1).
• The Up Arrow hides the rules (2).

In Browse mode, the rules are not selectable.

If you select a Driving field or value, the rule in which the Driving field or value is defined will be highlighted and shown and all other rules will be hidden.  Similarly, you can select Controlled fields or values and see the rules which control the field or value.

This is useful when you are unfamiliar with the Conditionality configuration and want to find out which rules are controlling a particular field or field values.

Driving Fields

In Browse mode, the Driving Fields list shows only those fields which have been used in rules as part of the Driving condition.  Any field that is not shown in this list is not a Driving field.
You can select a Driving field to find all rules used and all fields or field values controlled by those rules. 

Alternatively, you can select a Driving field value and you will see all rules that use that specific field value in the condition and the fields or field values that are controlled by those rules.

To select a Driving field: 

1. Click the black button (1) at the left-hand side of the field placeholder. 
2. The button changes to blue (2) and the relevant rules and controlled fields will be highlighted.

To select a Driving field value:

1. Click the main field placeholder (the grey bar, not the button) (1).
2. It will expand to show all of the available option values (2). 
3. Click the black button at the left-hand side of the option value placeholder (3).
4. The button will turn blue (4).
5. When an entire field is controlled, it is highlighted with a purple button, white tick (not shown). 
6. When specific option values are controlled, they are highlighted with a green tick (5).

The Handling Type Driving field has been selected here. It shows the three rules used in it and also it controls a number of option values in the Impact field.
Here we see the value Opportunity of the Handling Type field used as a condition in one rule and controlling 2 options values of the Impact field.

Controlled Fields

In Browse mode, the Controlled Fields list contains only those fields which are controlled by Conditionality rules.  Any field that does not appear in this list is not controlled by Conditionality rules.

You can select a Controlled field to find all rules that control it and the values of the Driving fields that satisfy the conditions for the rules. 

Alternatively, you can select a Controlled field value and you will see all the rules that control that specific option value and the Driving field values that will satisfy the conditions for the rules.

To select a Controlled Field:

1. Example: Selecting the Controlled Field Platform (1).
2. Example: selecting the Controlled Field Technical Area (2).
3. Click the black button on the left-hand side of the field placeholder(3). 
4. The button will change to a purple button (white tick) (4) and the relevant rules and Driving field values will be highlighted blue button (white tick) (5).

To select a Controlled field value (for drop-down and checkbox fields):

Here we see the two rules that control the Impact field and we see that the Driving field for these rules is Handling Type and the highlighted values of that field.
In this case, we see the rules and the Driving field values that control the Unmet - Need value of the Impact field.

1. In the Controlled Field, click the main field placeholder (grey bar) (1). It will expand to show the available options (2). 
2. Click the black button at the left-hand side of the option value placeholder (3). 
3. The button will change to green (white tick) (4) and show the relevant rules and Driving field values (not shown)
4. In the Controlled Field, click on the black button (5). 
5. The button for the relevant Driving Field value will turn blue (white tick) (6).
6. The relevant Conditional Rules will be shown (7).