Selections

Who, What, Where

You can have 1 or 2 Who and What criteria rows, set in SP Settings.

Select from Types set in the Who, What, Where grids, or leave blank to select all rules.

Where fields are only shown if Where types are made available in the SP Where grid.

When

Start and End dates apply a rule for a limited time, (for example, weekly, monthly specials). Specify the start and end dates to show rules for, or leave blank to show all rules.

Reference

Enter a reference to filter the rules shown by reference.

Note: Rules may be filtered further using the Filter button on the Rules grid.

Include Rules

Select the rules to display.

• Active - Active rules are shown.
• Inactive - Inactive rules are shown.

Auto Select

Selected, selections, filters and sorts will be immediately applied to the list.

Clear, selections, filters and sorts are not automatically applied.

The default value is set in SP Settings.

Select Rules(F9)

Click to apply selections, filters and sorts to the list.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Open SP Rule to insert a new Rule, with selections defaulted to match the Rule List selections.

Delete (F3)

Delete the selected Rule.

Deactivate(Alt+D)

Make the selected Active Rule Inactive.

Activate(Alt+A)

Make the selected Inactive Rule Active.

Open (F12)

Opens SP Rule showing the selected rule. The rule can be edited.

Print (Ctrl+P)

Print the list, save it to an Excel worksheet or PDF file.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Reloads the list with changes other Users may have made.

Create List View (Alt+L)

Save the current list state as a List View.

Find (Ctrl+F)

Find a rule using the Rule ID.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Totals

Record Count

The total number of records shown in the list. Click to refresh the total number.