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Config Creation/Updation

How to add columns

  • User can add the columns to the Config project by configuring the When and Then Entities with required data types, which would dynamically form the column names in the project.
  • User can also mark the field as required by checking the "Required" checkbox for both When and Then Entities.

How to create a Rule

  • From the list of Projects, select the config project to which you want to add the rule(s).
  • Click on "Insert Item" button.
  • There are two options for editing: Inline Edit and Modal Edit.
  • Inline Edit allows users to edit directly within the table itself.
  • Clicking on "Modal Edit" opens a modal for the selected rule, where all the necessary details can be added.
  • Based on the user's selection, rules can be added either through Inline Edit or Modal Edit.
  • Any modification made to a row will highlight the modified row.

Existing Group Existing Group

  • The "Preview Changes" button will be enabled after a modification.
  • Clicking on the 'Preview Changes' button will display a comparison view, with the original values on the left-hand side and the latest edited changes on the right-hand side.
  • Click on "Save" button to save the changes.

Existing Group

Key-highlights
  • Only for EP to EPC Offer Mapping, the Modifier Name and Offer Name fields are non-editable and are automatically populated based on the EP Modifier Code and EP Offer Name.

How to modify a Rule

  • From the list of Projects, select the config project to which you want to modify the rule(s).
  • There are two options for editing: Inline Edit and Modal Edit.
  • Inline Edit allows users to edit directly within the table itself.
  • Clicking on "Modal Edit" opens a modal for the selected rule, where all the necessary details can be added.
  • Based on the user's selection, rules can be edited either through Inline Edit or Modal Edit.
  • User can view the edited changes in the preview modal.
  • Click on "Save" button to save the changes.

How to delete a Rule

  • User can select one or more rules and clicking on the "Delete Item" will delete the selected rules from the project.
  • Click on "Save" button to save the changes.

Existing Group

How to clone a Rule

  • User can select one or more rules and click on "Clone Item" button.
  • The selected rule(s) will be cloned and user can edit the rules and view the edited changes in preview modal for comparison.
  • Click on "Save" button to save the changes.
Key-highlights
  • Click on the options icon located at the top-right corner of the table to access a list of download options. The table data can be downloaded in the desired format, such as CSV, PDF, or Excel.

Existing Group

Read only users

  • Users those who doesn't have write permission will see the "Insert Item", "Delete Item", "Clone Item" and "Save" buttons disabled in the Edit Config page.
  • Also, the existing rules of that project can only be viewed and can't be edited.

Existing Group