Open a Rule Set From Oracle Cloud Applications

The simplest way to open a component's rule set is from the Oracle Cloud Application page where the component is located.

To open the rule set of a dynamic table or form component from an Oracle Cloud Application page:

  1. Open the Oracle Cloud Application page containing the component.
  2. Click Settings in the upper right corner, then click Edit Page in Visual Builder Studio to open the page in the VB Studio Designer.
  3. In the Designer, select the dynamic form or table you want to configure.

    You can select the component on the canvas, in the Structure view, or in the Properties pane. The Component's tab in the Properties pane lists all the editable components on the page. A blue border is displayed around the component on the canvas when your cursor hovers over it:



    If you don't see the component you're looking for on the canvas or in the Properties pane, you can open the Structure view and select the component there.

  4. Open the component's rule set in the editor.

    When you select a dynamic table or form component, the component's details pane opens in the Properties pane. If the details pane looks like this, click Rules to open the rule set editor:



    If the component only has the default rule, the component's details pane looks like the image below. In this case, you can edit the layout directly in the details pane (see below), or open the rule set editor by clicking , and then selecting Edit Rules in the menu:



After opening the component's rule set, the next step will be to start configuring it by creating rules in the rule set's display logic.

Edit a Component's Layout in the Properties Pane

Many dynamic forms and tables have rule sets with only one default rule. When this is the case, you can change the fields displayed in the component directly in the Properties pane, without opening the rule set editor.

To edit the layout in the Properties pane:

  1. Open the page you want to modify in the Designer.
  2. Select the component in the Properties pane or on the page to open the component's details pane.

    If the component's details pane looks something like this, the component's rule set has one rule, which is always applied, and you can edit the layout to add, remove, and change the order of the fields directly in the Properties pane:

    Description of designer-page-dyncomponent-layout.png follows
    Description of the illustration designer-page-dyncomponent-layout.png

    However, if the details pane looks like this, you need to use the rule set editor to configure the fields:



    In this case, you click Rules to open the rule set editor.

  3. Edit the fields displayed in the component.

    Note:

    Editing the fields displayed in the component creates a new layout and a new rule named isDefault1. The new rule has no conditions.

The changes you make to the layout in the Properties pane are always displayed in the component because the rule controlling the displayed fields has no conditions. If you want to use conditions to determine the fields displayed in the component, or you want to group fields, you need to create the rules in the rule set editor. For more, see Create a Rule in a Rule Set.

Open a Rule Set From Visual Builder Studio

If you opened VB Studio by logging in directly, instead of from an Oracle Cloud Application page, you can open a component's rule set by using the Navigator to locate the page containing the component. You can also use the Navigator to open the Layout where the component's rule set is defined. (The Layout is where all the elements for configuring a dynamic table or form are found. For more about Layouts, see Work With Layouts in Your Extension.)

To open a dynamic table or form's rule set using the Navigator:

  1. In your VB Studio project, open the workspace with the extension you want to configure.

    If you don't have an extension or workspace yet, see Create an Extension.

  2. Do one of the following:
    • If you know the page containing the dynamic table or form you want to configure:
      1. Open the App UIs pane.
      2. Select the page in the list of dependent extensions.

        Dependencies are grouped by pillar in the App UIs pane. To locate the page, you can browse the dependencies listed under each pillar, or you can use the pane's Filter field to filter the list by the page name or extension name:



        If you don't see the page you want to configure, you need to add the extension in the Dependencies pane.

        Note:

        Your extension will always contain the Unified Application as a dependency, but the page containing the dynamic component will be in one of the other dependencies.

      3. In the Page Designer, select the component you want to configure to open the component's details in the Properties pane.

        If the page contains any dynamic forms or tables, they will be listed in the Components tab in the page's Properties pane. If the component is visible, they will be outlined in blue when you hover your cursor over them on the canvas or in the Components tab.

        If you don't see the component you're looking for on the canvas or in the Properties pane, you can open the Structure view and select the component there.

        Note:

        Not all pages have extendable components, so you'll see a note in the page's Properties pane if there aren't any.
      4. Click Rules in the component's details pane in the Properties pane.

    • If you know the Layout containing the dynamic table or form you want to configure:
      1. Open the Layouts pane in the Navigator.
      2. Select the Layout in the list.

        The Layout opens in a new window that contains tabs for each of the editors you'll use to configure the Layout: Rule Sets, Fields, Templates, and so on.

      3. Open the Rule Sets tab (if it's not already open), and then click the name of the dynamic form or table you want to configure:

        The Rule Sets tab lists the dynamic components defined in the Layout, grouped by type. In the image above, the Accounts Layout has three rule sets. You would see more rule sets if there were more dynamic forms or tables defined in the Layout. From the badge next to the rule set's name, we know the name of the dependency where the rule set is defined (jmfactory Extension).

The next step is to start configuring the rule set by creating rules in the rule set's display logic.