Rule

Rules allow you to apply visual formatting and interactive behavior to grid data based on user-defined conditions. With Rule, you can highlight values, hide data, restrict editing access, and provide contextual cues — all directly from within the grid interface.

Rules are currently available for Grid view only. Matrix grids are not supported.

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Setup a Rule

To create a rule:

1. Click the Rule button in the toolbar.

2. Click the Add Rule button.

3. Enter a Rule Name.

4. Define your condition(s) and apply condition logic in the When section.

   • Condition logic (AND/OR) is applicable when you add two or more conditions.

5. Choose the formatting or behavior in the Then section.

6. Optionally, add a Legend to help users understand the rule’s purpose.

7. Click Apply to create the rule.

8. Click Apply again to activate and apply the rule to the grid.

Rule Setup

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Conditions (When Section)

The When section defines the logic for when a rule should apply. You can create one or more conditions using supported fields and operators.

Supported Logic

• AND logic: All conditions must be true

• OR logic: At least one condition must be true

• Nested logic supported: For example, (Condition A AND Condition B) OR Condition C

• Note: You cannot use both AND and OR at the same level — for example, Condition A AND Condition B OR Condition C is not supported unless properly nested.

Example Conditions

• Additional Discount > 20

• Final Amount < 1000

• Scheduled Date < Today

Blank cells are excluded from logic evaluations. Zero (0) is treated as a valid numeric value.

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Actions (Then Section)

The Then section defines what happens when the condition(s) are met. Each rule supports one or more actions, depending on the selected columns or rows.

Action Type	Applies To	Description
Cell Format	Specific columns	Make a cell Read Only or Hidden
Cell Highlight	Specific columns	Apply visual highlight (Dot/Bar/Fill)
Row Read Only	Entire row	Makes the row non-editable
Row Highlight	Entire row	Applies background fill to the row
Row Action*	Row Action	Make the Row Action button hidden

• *Only applicable for Wave Embedded.

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Legends

Legends provide users with a clear explanation of why a cell or row is formatted. When a legend is configured:

• A Legend icon appears in the toolbar

• Clicking the icon displays a list of all configured legend messages.

• Each message is limited to 50 characters.

• Legends are displayed visually based on the Rule’s action type — such as bar, dot, fill, or read-only formatting.

Legend

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Advanced Rule Features

Rule Reordering

• Drag the number to reorder rules

• Numbers will auto-update

• New order is saved instantly

Rule Reordering

Overlapping Rules

• If multiple rules apply to the same field Format (Read Only, Hidden) takes precedence over Highlight.

Overlapping Rules

Rule Cleanup

• If a field tied to a rule is removed from the grid:

  • A confirmation dialog will appear

  • Users can choose whether to delete the rule or cancel the field removal

Rule Cleanup

Filter by Color

Filter by Color allows users to filter grid rows based on Rules. It is accessible from the Toolbar.

Note: Matrix Filter by Color is supported on the Y-axis only; it is not available for Data or X-axis columns.

Filter by Color Icon

When the Rules button is visible in the toolbar, clicking the Filter by Color icon the list of all configured rules that have a legend label and style assigned.

• Each entry displays a style swatch and the legend label.

• Toggle one or more rules on to filter the grid to rows matching those rules.

• Multiple active toggles use OR logic — rows matching any active rule are shown.

• A badge on the L icon shows the number of active filters.

• Select All resets all toggles and restores all rows.

Filter Logic

Scenario	Logic
Multiple rules within the same entry point	OR
Toolbar and column header filters both active	AND
Rule-based and field-based filters both active	AND

Each entry point is cleared independently.

Rule Deletion Behavior

If a rule is deleted while a filter referencing it is active:

• The rule is removed from the Filter Color surfaces

• Any active filter referencing the deleted rule is automatically cleared.

• Rows hidden solely by that rule are restored.

• All other active filters remain unaffected.

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Color Bar

Color Bar lets you apply Rules to an entire column, highlighting each value based on the parameters applicable to that column.

To apply a Color Bar:

1. Click Rules in the toolbar.

2. Click Color Bar.

3. From the Column drop-down, select the column you want to format (for example, Account Type).

4. Then click Apply.

Apply a Color Bar

Once selected, a number appears above the rule showing how many distinct parameters were found in that column. For example, a Lead Source column with 8 unique values (Empty, Prospect, Customer - Direct, Customer Partner / Reseller, Installation Partner, Technology Partner, Other) shows 8, and the Rule is labeled Color Bar applied. Each value is automatically highlighted using a system-defined default color.

To customize colors:

1. Click the Edit (pencil) icon next to the rule.

2. In the Color Bar panel, choose a color for each value, or select No Fill to leave it unformatted.

3. Click Reset to default colors to revert all values to their system-defined colors.

4. Click OK to save the new color or Click the X to close the panel without saving.

5. Click Apply to apply the new color.

Edit Color Bar

To remove a Color Bar:

1. Click the Delete (trash) icon next to the rule.

2. Click Apply.