Rule Builder > User Interface Reference > Ruleflow Editor

Table 21.19 provides a reference summary of the Ruleflow Editor toolbars and menus.

Table 21.19   Ruleflow Menu and Toolbar Operations 
Action 
Icon 
Menu Operation 
Comments 
Ruleflow Operations Toolbar 
Select objects 

images/tool16.png

Point and click on object  The selection interactor lets you select and move objects. Select is the default mode. The selected object shows small squares around the perimeter. Select allows single or multiple object selection.  
 
With select active you can: 
  • Select an object by clicking it.
  • Move an object by clicking and holding while moving.
  • Change the selection by clicking a new object.
  • Use Shift-click to select multiple objects.
  • Click and drag a rectangle to enclose two or more objects; the objects all show selection squares.
  • Deselect all by clicking anywhere in the background region.
To deselect an object, shift-click it, or select another object. To deselect all selected objects, click in any empty background space. 
Pan the view  

images/pan.png

Pan moves and repositions the entire diagram. Click the Pan icon, and then click & hold the mouse button to enable panning. Release the mouse to stop the pan. 
Perform node layout  

images/tool19a.png

Perform Node Layout organizes the objects in the view. Simply click the toolbar button to activate the reorganization of the entire ruleflow. This arranges the nodes and links according to the flow of activities from top to bottom.  
Restore the original size 

images/tool23.png

Display Actual Size sets the ruleflow diagram in the view back to its original size. 
Display entire view 

images/tool24.png

Fit to Content fits the ruleflow diagram to the view window, displaying all objects in the view. This is useful for an overview, but individual tasks may not be legible. 
Zoom In--display closer detail 

images/zoomin.png

Each click zooms in the same amount. 
Zoom Out--display farther view 

images/zoomout.png

Each click zooms out the same amount. 
Zoom Box--display a region 

images/zoombox.png

Click the Zoom Box icon, and then click & drag a rectangle to define the display region. 
Turn the grid on/off 

images/tool18.png

Check box. Displays or hides a grid, as a design tool. 
Ruleflow Create Toolbar 
Add a task 

images/icons_CreateTask.png

Ruleflow>Add Task>
Rule Task, Function Task, Subflow 
To create a new task you can: 
  • Drag and drop the desired object from the Project Explorer to the Ruleflow Editor; a task with the object name is created, or
  • Click the task button in the Ruleflow Creation toolbar, and then click in the Ruleflow Editor to create the object; a task with the task name is created. Multiple tasks can be created by double-clicking as described below for multiple nodes.
Create a start node 

images/icon_CreateStartNodea.png


 
To create a node: 
  • Click the node icon in the Ruleflow Creation toolbar and click in the Ruleflow Editor. A node of the selected type appears.
  • To create several nodes of the same type, double-click the node icon, and then click as desired in the Ruleflow Editor. Each click creates a new instance of the object. To stop, click to deselect the node icon in the Ruleflow Creation toolbar.
Create an end node 

images/icon_CreateEndNodea.png


 
Create a fork node 

images/icon_CreateForkNodea.png


 
Create a join node 

images/icon_CreateJoinNodea.png


 
Create a choice node 

images/icon_CreateChoiceNode.png


 
Create a transition 

images/icon_CreateTransitiona.png


 
Transitions connect tasks and nodes. To create a transition, click the transition icon in the Ruleflow Creation toolbar; click the source object in the Ruleflow Editor to begin the connection (a dotted line follows the cursor), and click the destination object to complete the connection and display the transition arrow. Multiple transitions can be created by double-clicking the icon as described above for multiple nodes. 
Object Operations 
Edit a rule task  Shortcut menu  Right-click + Edit on task (in Explorer) or task invocation (in Ruleflow Editor), or double-click task invocation to display the Rules dialog box. 
Edit a function task or subflow  Shortcut menu  Click to select task (in Explorer) or right-click + Edit on task invocation to display the editor tab for the task.  
Add Initial Actions  Ruleflow>Add Initial Actions
or shortcut menu 
Right-click in the Explorer on the ruleflow or task for shortcut menu. 
Add Final Actions  Ruleflow>Add Final Actions
or shortcut menu 
Right-click in the Explorer on the ruleflow or task for shortcut menu. 
Go to File 

images/icon_gotofile.png

Shortcut menu  Right-click + Go to on rule task or rule task invocation. This will open the selected rule or rule package referenced by the rule task. 
Check  Project>Check
or shortcut menu 
Right-click + Check on Ruleflow or task. This checks validity of the selected item. 
Clear errors 
 
Right-click + Clear Errors on Ruleflow entry. This entry is valid only if errors have been generated. 
Select in Explorer  Shortcut menu  Right-click + Select in Explorer on task or subflow for shortcut menu. It allows you to select the object in the Explorer tree. 
Remove from Flow  Shortcut menu  Right-click on task or subflow for shortcut menu. This removes only the task invocation and not the task itself. 
Remove an object to the clipboard 

images/tool7.png

Edit>Cut
or shortcut menu 
General editing operations. 
Copy an object to the clipboard 

images/tool08.png

Edit>Copy
or shortcut menu 
Insert an object from the clipboard to the view 

images/tool09.png

Edit>Paste
or shortcut menu 
Delete an object from the view 

images/tool10.png

Edit>Delete
or shortcut menu 
Form a group of objects 

images/tool14a.png

Shortcut menu  Select multiple objects, and then choose the activated Group command in the shortcut menu. A group box is created that can be minimized (click "-") or maximized (click "+"). 
Separate a grouped object 

images/tool15a.png

Shortcut menu  Click the group box to select it, and then choose the activated Ungroup command in the shortcut menu. 

See Also

Defining Ruleflows | Creating a Ruleflow | Editing the Rule Providers of a Rule Task | Creating a Function Task | Adding Initial Actions to Tasks | Adding Final Actions to Tasks | Checking a Ruleflow | Grouping and Ungrouping Objects


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