Rule View Mode

Overview

Rule Designer View Mode allows 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
• Matrix View (added in 9.18)

Accessing View Mode

Users can access Rule View Mode in two ways:

• User Action on Rule: Right-click on any Rule and select Open in View Mode.
  
• 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 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

Feature Changes