Managing Conditional Rules for the Option Set
If the option set was created with the Reference Option Pool Rules Automatically attribute set to No, you can select which global conditional rules you want to add to the option set. In addition to the global inherited rules, you can also create local conditional rules that are valid only within that option set.
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If at least one choice from the IF and THEN portions of a conditional rule belongs to the option set, then that conditional rule is inherited from the option pool if Reference Option Pool Rules Automatically is set to Yes.
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Reusing Global Rules
To select the global conditional rules that you want to add to the option set:
1. Go to the information page of the option set and click the Structure tab.
2. Select the top node in the tree view and click the Conditional Rules tab in the right pane.
3. On the
Conditional Rules table, click
. The
Manage Conditional Rule Membership window opens.
4. The
Candidate Conditional Rules table shows the latest iteration of the latest version of the global conditional rules. To selectively add the conditional rules to the option set, select the rows and then click
.
5. If you want to remove some conditional rules from that table to narrow down the candidate list, select the rows to remove from the list and click
. The selected conditional rules are moved to the
Ignored Conditional Rules table below the
Candidate Conditional Rules table.
| If in the future you decide to add one of the conditional rules from the Ignored Conditional Rules table to the option set, you can select that rule and click . |
6. When finished selecting global conditional rules, click Finish. The global conditional rules you selected are added to the Conditional Rules table.
To remove a global conditional rule from the option set, select the conditional rule in the
Conditional Rules table and click
.
For information on the status of the rules, see Status of Global Rules.
Creating Local Conditional Rules
To create local conditional rules:
1. Go to the information page of the option set and select the Structure tab.
2. Go to the Conditional Rules tab.
3. Click
.
4. The New Conditional Rule window opens. Provide the description for the rule.
5. Enter an expression in the
If section of the window. You can add multiple expressions by adding rows to the table. Click
to add more rows. Expressions in each row are combined using the OR operator.
6. In the Then section of the window, select the appropriate action:
◦ Disable – If the expressions in the IF section are evaluated to TRUE, then disable the choices listed in the THEN section.
◦ Enable– If the expressions in the IF section are evaluated to TRUE, then enable the choices listed in the THEN section.
◦ Include – If the expressions in the IF section are evaluated to TRUE, then include the choices listed in the THEN section.
7. In the Then section, enter the choices that are the target of the selected action.
8. Click Finish.
To remove a local conditional rule, select a conditional rule in the
Local Rules table and click
.
You can edit the local conditional rule by right-clicking it, and selecting Edit from the actions menu. Editing a rule creates a new iteration of the rule.
