> 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 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.

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. *** ## 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/rule.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.