Field Rules

The main use of field rules is to define drillthroughs and URL links at a data source level. For example, you can do the following:

• For all fields in your data source, drill through to a particular report
• For all fields from data source Sales, drill through to the Sales detail report
• New on Jan 5, 2022If the report contains any fields from data source Sales, drill through to the Sales Detail report
• If the field is named Order Number, set up a URL link back to the source system based on Order Number

Navigate to the data source you want to define the rule against on the Home page. Click on Configuration, then click on Field Rules.

Click on Add Rule on the Field Rules window. Clicking on this button will pop up a window which enables you to define a rule of the form:

if (field matches this criteria) (perform this action on the field) (details of the action)

Available criteria are:

• All Fields
• Field is part of data source X
• Any field in report is part of data source X
• Field is tagged as X
• Field is named X
• Field is of type X (grouping, date, measure)

Available actions are:

• Add a link (define a URL link or drillthrough)
• Configure (customize report specific behavior)
• Default date (set a default date for use in date comparison reports)