Back ForwardHow to find rules in the Decision category by a Custom Field

Introduction

AdvancedChoose Find by a Custom field to find rules that contain specific Custom Fields on the History tab. (By default, searching is limited to the rule types in the Decision category.)

Use either approach to start a screen flow that prompts for search parameters:

Entering search criteria

To create a list of rules that contain a specific field value:

  1. Select at least one of the boxes to control which decision rule types to search. Select Decision to search all decision rule types.
  2. Click  Next>>  .
  3. Select one or more filter criteria to further restrict the rules to be included in the report. Each criteria row involves a comparison of a property of a decision rule with a value.
  4. Optionally, enter a logic statement in the FILTER LOGIC area to combine the criteria using AND, OR, NOT, and parentheses. Refer to each row by a single letter label, such as A, B, C... If you leave the Logic field blank, all criteria are ANDed together.
  5. Click  Next>>  .
  6. Select at least one of the boxes to determine which rows are to appear on the report.
  7. Click  Submit  .
  8. The system searches all decision rules, and opens a new window containing a list of those that contain matching Custom Field name and value pairs.
  9. Click a row of the list to open the corresponding rule.

For instructions on entering Custom Fields, see How to complete and use the History tab of a rule form.

NoteYour application can modify the scope and operation of this facility. You can include rule types other than those in the Decision category. See How to classify and select rules based on Custom Field values.

NoteTo filter by a custom field value, the custom field must be a database column in table pr_index_customfields. If you add new custom fields and you want to report on them, expose them as columns.

Definitions Custom Fields
Related topics Developer portal basics

UpDecision category