Manage Field Driving Rules
  • 27 Feb 2024
  • 10 Minutes to read
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Manage Field Driving Rules

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Article Summary

Abstract

If you need to enable a selection in one field to determine the values available in another field (for example, selecting US in the Country field to ensure that only US states appear in the State field), you can create a field driving rule (also referred to as a binding rule).

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

  • Add New icon

    - Create a new field driving rule.

  • Save icon

    - Modify and save an existing field driving rule.

  • Delete icon

    - 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

Screen Item

Description

No Cache check box

Indicates no cache.

Active check box

Makes the selected rule definition active or inactive.

Status (list pane)

Lists the status for each rule.

Name (list pane)

Lists the name of each rule.

Name

Specifies the name of the rule.

Description

Specifies a brief description of the rule.

Primary Driving Entity

Specifies the entity from which you select the primary driving field.

Primary Driving Field

Specifies the primary driving field.

Secondary Driving Entity

Specifies the entity from which you select the secondary driving field, if necessary.

Secondary Driving Field

Specifies the secondary driving field.

Driven Fields Entities

Specifies the entity or entities from which you select the driven fields.

Driven Field

Lists all the fields associated with the selected driven field entity.

Entity

Identifies the entity for the listed fields.

Driven

Displays a check box for each available driven field. Note: If a check box does not display for a field, the field is already in use as a driven field for another rule. Although the field cannot be used again as a driven field, it can still be used as a driving field in other rules.

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

    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

    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.

Introduction

You use the Rule Data tab to select values for driven fields based on the selected driving fields.

You can specify the values manually or export value information to generate a csv or xml file in which you can input or paste data. Once the values are specified in the export file, you can import the data to the system.

Using the previous example, you would specify driven field values for each possible combination of pay rate type and location values. For instance, if there are two pay rate types and three locations, you would specify a value for pay rate type 1 and location 1; pay rate type 1 and location 2; pay rate type 1 and location 3; pay rate type 2 and location 1; pay rate type 2 and location 2; and pay rate type 2 and location 3.

If you need to specify only a small number of values, you can do so manually. However, if you need to specify a large number of values (for example, states for multiple countries), you can manually specify one value, export the data to a csv or xml file, enter or copy/paste the field values, and import the information back into the Talent Suite system. The csv or xml file that is generated during the export provides the correct format for specifying the values for each entity and each driving and driven field.

You use the Rule Data tab on the Manage Field Driving Rules screen to specify the necessary field 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. Select the Rule Data tab. Its fields display.

Field Descriptions on This Tab

Screen Item

Description

Generate Rule Data in Format

Specifies a format for exporting existing values. The available formats are csv and xml.

In Language

Specifies the language in which the values is exported.

Go icon

Initiates the export process.

Import Rule Data

Initiates the import process.

Add/Edit Rule Data Manually

Enables you to specify values manually.

Language

Specifies the language in which values is displayed.

Primary Driving Field

Identifies the primary driving field defined in the rule definition.

Primary Driving Field Data Value

The primary driving field value for which you specify driven field data. For example, if the primary driving field is Pay Rate Type, this selection would be one of the available pay rate types (for example, annual, monthly, and so on).

Secondary Driving Field

Identifies the secondary driving field (if applicable) defined in the rule definition.

Secondary Driving Field Data Value

The secondary driving field value for which you specify driven field data. For example, if the secondary driving field is Job Location, this selection would be one of the available locations.

Driven Field

Lists the driven fields defined in the rule definition.

Available Values

Displays a list of all available values for each driven field. 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 field is a:

  • Standard field whose Field Type is set to Text in Manage Labels and Custom Fields, or

  • Custom string field marked as a text area.

Arrow icons

Left arrow icon Right arrow icon

Moves a selected value between the Selected Values and the Available Values list.

Selected Values

Displays a list of values selected from the Available Values list.

Save button

Saves the currently displayed field value specification. You select this button each time you specify a value for a driven field.

Finish button

Completes the rule data process.

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

    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.


What's Next