> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/rule.md). # 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 available for both **Grid** and **Matrix**, using the same Rule Setup interface. Matrix-specific behavior — field selection, available actions, and field-combination rules — is called out separately below. *** ## 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.

*** ## 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. ### Column Selection: Grid vs. Matrix #### Grid: * The Column dropdown **lists all fields** on the grid's object.

#### Matrix: * The Column dropdown **groups fields by axis**: * Y-Axis fields * X-Axis fields * Data fields

The condition can reference any field from any axis, but the axis(es) selected determine which actions are available in the [Then (action) ](#actions-then-section)section. See Matrix Field Combinations below. ### 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. *** ## Then (action) The **Then (action)** 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	Available In
Cell Format	Specific columns	Make a cell Read Only or Hidden	Grid, Matrix
Cell Highlight	Specific columns	Apply visual highlight (Dot/Bar/Fill)	Grid, Matrix
Column (X-Axis) Format	X-Axis column	Make the column Read Only or Hidden. This applies to all data cells under that X-axis column	Matrix only
Column (X-Axis) Highlight	X-Axis column	Apply visual highlight (Bar/Dot/Fill) to all data cells under that X-axis column	Matrix only
Row Read Only	Entire row	Makes the row non-editable	Grid, Matrix
Row Highlight	Entire row	Applies background fill to the row	Grid, Matrix
Row Action*	Row Action	Make the Row Action button hidden	Grid only

* \*Only applicable for Wave Embedded. *** ## Matrix Rule Behavior #### Aggregated Values Matrix rule actions are evaluated based on the value displayed in the matrix cell, not the values in the underlying records. * Rules are evaluated for cells with a single displayed value. * Rules are not evaluated for cells showing **\[Multiple]**, because the underlying records contain different values. #### Field Combinations (When → Then) The fields selected in the When condition determine which actions are available in Then:

Fields Selected (When)	Available Actions (Then)
X-Axis field only	Cell Format (Data), Cell Highlight (Data), Column Format, Column Highlight
Y-Axis field only	Cell Format (Y and Data), Cell Highlight (Y and Data), Row Read Only, Row Highlight
Data field only	Cell Format (Data), Cell Highlight (Data)
Y-Axis + Data field	Cell Format (Data), Cell Highlight (Data)
X-Axis + Data field	Cell Format (Data), Cell Highlight (Data)
Y-Axis + X-Axis field	❌ Not applicable
X-Axis + Y-Axis + Data field	❌ Not applicable

*** ## 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**.

*** ## Advanced Rule Features ### **Rule Reordering** * Drag the number to reorder rules * Numbers will auto-update * New order is saved instantly

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

### **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

## Filter by Color Filter by Color allows users to filter grid rows based on Rules. It is accessible from the Toolbar. {% hint style="info" %} Note: **Matrix Filter by Color** is supported on the **Y-axis only**; it is not available for Data or X-axis columns. {% endhint %}

### 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. *** ## 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**.

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.

**To remove a Color Bar:** 1. Click the **Delete** (trash) icon next to the rule. 2. Click **Apply**.