Creating Plugin Rules

Plugin rules allow you to apply a rule that the other factory rule types cannot run.

Prerequisite: A plugin configuration file must be present in a sub folder of the project's plugin folder. For more information, see Factory Plugin Configuration File Overview.

To add a plugin rule:

  1. On the top of the Measure Factory Editor page, click Rules.

  2. On the upper right, click New.

    The ClosedNew Rule pane opens on the right.

    Select Plugin Rule Type

  3. Select Plugin rule.
  4. Select a data set.
  5. Select a plugin.
  6. Click Create rule.

    The Closedplugin rule is created and opens in the detail pane with the default name NewRule#.

    Plugin Rule Name

  7. Enter a name for the rule, and click Green check mark to confirm your changes.

    NOTE: The Column automatically populates assuming the column name is the same as the rule name. If not, select a different column from the list.

    In this Closedexample, the plugin rule is All Revenue Descriptions in the Accounts data set, using the Concat column in the Concat plugin.

    Plugin Rule Example

  8. Optionally, expand the ClosedDocumentation section to enter additional information about the rule.

    Documentation Chevron

  9. Click the blank space to the right of a field to edit it. When editing in the multi-line text boxes, press Ctrl+Enter or Shift+Enter to create a new line, or press Enter to apply your changes and exit edit mode.

    Click Green check mark to confirm your changes.

  10. Optionally, expand the Governance section to enter notes regarding governance. For example, who is responsible for updates, or when it was last modified.When editing in the multi-line text boxes, press Ctrl+Enter or Shift+Enter to create a new line, or press Enter to apply your changes and exit edit mode.
  11. Save the tab.

See also: