Manage Field Driving Rules

Introduction

Creating a field driving rule is a two-part process. First you create a rule definition and then you specify the rule data.

You use the Manage Field Driving Rulesscreen to create and modify field driving rules and rule data. The Manage Field Driving Rules screen contains two tabs.

How to Access the Screen

1. In the Global Toolbar, display the Settings menu and select Settings.

2. Select the System Configuration tab, if necessary, to display system configuration options.

3. Display the Show drop-down list and select Field Driving Rules. The Manage Field Driving Rules screen displays.

Tasks You Can Do on This Screen

• 

  - Create a new field driving rule.

• 

  - Modify and save an existing field driving rule.

• 

  - Delete a field driving rule.

• Rule Definition tab - Create or modify a rule definition.

• Rule Data tab - Specify or modify rule data.

Creating a Rule Definition

Abstract

You use the Rule Definition tab to specify driving fields and driven fields.

Introduction

In its most basic form, a field driving rule has two main components:

• Driving field. The field that determines available values in another field.

• Driven field – The field that is affected by the driving field.

A rule can contain just a primary driving field or primary and secondary driving fields, and one or more driven fields. For example, in Recruit, minimum and maximum salary field values could be driven by values selected in the Pay Rate Type and Job Location fields. In such a scenario, the pay rate enter and job location fields would be the primary and secondary driving fields and the minimum and maximum salary fields would be the driven fields. Each possible combination of values in the pay rate enter and location fields would correlate to a salary minimum value and a salary maximum value.

If you define a driving rule to populate a text field, be aware that it always reverts to the driven value if you access the page containing the field in edit mode. For example, if a driving rule is used to populate the Posting Title field on the Job Details screen and a user changes the value in the field while creating a requisition, the value reverts to the driven value any time the user accesses the Job Details screen in edit mode.

After you specify the driving fields and an entity for the driven fields, a list of fields for the selected entity display in screen. You select a driven field from the list.

You use the Rule Definition tab on the Manage Field Driving Rules screen to create a new rule definition. After you create the rule definition, you can specify the rule values.

How to Access the Screen

1. In the Global Toolbar, display the Settings menu and select Settings.

2. Select the System Configuration tab, if necessary, to display system configuration options.

3. Display the Show drop-down list and select Field Driving Rules. The Manage Field Driving Rules screen displays. It contains two tabs: Rule Definition and Rule Data.

4. If not already selected, select the Rule Defintion tab. Its fields display.

Field Descriptions on This Tab

Creating a New Rule Definition

1. Display the Manage Field Driving Rules screen.

2. If not already selected, select the Rule Defintion tab.

3. Select the Add New icon

   

   to display empty fields for creating a new rule.

4. In the Name text box, enter a name for the rule. Leading Practice: When creating a new rule definition, preface the name with C_ to indicate a custom rule. Using this naming convention groups all custom rules together for easy access.

5. In the Description text box, enter a brief description of the rule.

6. Display the Primary Driving Entity drop-down list and select the entity for the primary driving field. The screen refreshes and populates the Primary Driving Field drop-down list with the fields associated with the selected entity.

7. Display the Primary Driving Field drop-down list and select the primary driving field.

8. If you use a secondary driving field, select an entity from the Secondary Driving Entity drop-down list and then select a secondary driving field from the Secondary Driving Field drop-down list.

9. In the Driven Fields Entities list box, select the entity or entities for the driven fields.

10. Select the check box for each field affected by the values in the driving fields.

11. Select the Save icon

    

    .

Specifying Rule Data

Abstract

After you create the driving rule to identify the driving fields, you specify the driven field values that correspond to each driving field value.

Field Descriptions on This Tab

Specifying Rule Data

1. Display the Manage Field Driving Rulesscreen and create the rule definition, using the Rule Definition tab.

2. Select the Rule Data tab.

3. Select the Add/Edit Rule Data Manually radio button, if necessary (this should be the default selection).

4. Display the Language drop-down list and select the language in which you want the values to display.

5. Display the Primary Driving Field Data Value drop-down list and select the first primary driving field value for which you specify a driven field value.

6. If you are using a secondary driving field, display the Secondary Driving Field Data Value drop-down list and select the first secondary driving field value for which you specify a driven value.

7. Select a value in the Available Fields list box and select the arrow icon to move the value to the Selected Fields list box. Tip: You can also double-click a value in the Available Fields list box to move it to the Selected Fields list box. Note: The Rule Data screen allows HTML tags if the field is a text area field. The driven field is displayed as a text area field only if: a) A field is a standard field whose Field Type is set to Text in Manage Labels and Custom Fields; or b) A field is a custom string field marked as a text area.

8. Select the Save button to save the driven field value.

9. Repeat steps 6 – 8 for any additional secondary driving field values associated with the primary driving field value.

10. Repeat steps 5 – 8 for each additional driven field value you need to define and then select the Finish button. Note: If you modify a driven field value after it is used, the value is not updated until the screen containing the field is accessed in edit mode. For example, if the job title HRMGR2 drives a posting title value of HR Manager 2 and you change the driven field value to HR Manager II, a requisition that currently shows the HR Manager 2 value is not updated unless you access the Job Details screen for that requisition in edit mode. Once you do, the value updates automatically.

Exporting Rule Data

1. Display the Manage Field Driving Rulesscreen and create the rule definition, using the Rule Definition tab.

2. Select the Rule Data tab.

3. Manually specify rule data for at least one driven field.

4. Display the Generate Rule Data in Format drop-down list, then select the file format (csv or xml) for the rule data file, select a language from the In Language drop-down list, and then select the Go icon

   

   .

5. When the File Download dialog box appears, select the Open button to open the export file or select the Save button to save the export file to the location of your choice.

Importing Rule Data

The export file enables you to easily specify a large number of field values.

1. Enter or paste the value information into the export file and save your changes. This file is your import file.

2. Select the Import Rule Data radio button and then select the Import Rule Data link to display a browse button.

3. Select the Browse button, navigate to the location of the import file and then double-click the file name.

4. The file is uploaded and a mode drop-down list appears. Two import modes are available:

   • Append: Adds the values in the file to any existing values without overwriting.

   • Overwrite: Overwrites all existing values with the values in the file.

5. Display the mode drop-down list and select an import mode.

6. Select the Save button.