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.

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.

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.

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.

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

Limitations

• Rules work only in Grid view – They are not available for Matrix grids.

• Nested logic is limited – Within a single condition group, you can’t mix AND and OR without nesting.

Known Issue

Issue: Using ‘is any of’ or ‘is none of’ conditions on Date or DateTime fields in Rules may cause Wave to freeze or crash after a short time.

Workaround: Reload Wave and remove the Date/DateTime field from the Rule configuration.

ℹ️ Recommendation: Avoid using these conditions on Date/DateTime fields in Rules until this issue is resolved in a future release.