Rule View Mode

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Overview

Rule Designer View Mode is a new feature introduced in v9.17 that allows users to open and review a Rule without making changes or interrupting active user session locks. When one user is editing a Rule, other users can open the same Rule in View Mode to review its configuration in real time without breaking the editing session.

Key Benefits

  • Prevents Lock Conflicts: Eliminates accidental lock overrides when multiple users need to access the same Rule.
  • Safe, Read-Only Access: Users can explore the Rule logic and configuration safely, without the risk of making unintended edits.
  • Improved Collaboration: Enables stakeholders, reviewers, and non-technical users to review decision logic simultaneously with editors.
  • Faster Reviews & Approvals: Facilitates smoother peer reviews and validation cycles by allowing concurrent viewing during active editing sessions.

This feature is available across the following Rule types:

  • Statement Rules
  • Truth Tables
  • External Truth Tables
  • Rule Tables

Accessing View Mode

Users can access Rule View Mode in two ways:

  1. User Action on Rule: Right-click on any Rule and select Open in View Mode.
  2. Lock Entity Dialog: If a Rule is currently being edited by another user, it will appear with a locked Rule icon. Clicking on the locked Rule will display a prompt with a new option to Open the Rule in View Mode.

Once opened in View Mode, users will see the Rule Designer interface with a clear label indicator at the top right showing that the Rule is opened in View Mode.


Capabilities and Restrictions in View Mode

Users cannot perform the following actions:

  • Debug Rule
  • Add/Modify Unit Tests and Sample Data
  • Edit the Rule logic or statements
  • Modify Inputs or Outputs
  • Configure Integration
  • Refresh the health score
  • Ignore or unignore validations

Even though View Mode is read-only, users can still

  • Open the Properties Panel to view Rule details and configuration data
  • Copy text from the Properties Panel or other areas (all text is selectable)
  • Review Rule Input and Output mapping
  • Open Converter Flow if used in Anchor mapping