Dynamic Rules

Watch the video to learn how to use Dynamic Rules to make bulk changes in Tables.

Dynamic Rules make bulk changes in tables possible. They allow the set up of rules that, if applicable, will change specific values in table columns. This tool saves a lot of time. Generally, a rule can either be executed now or automatically after each change to the table.

Examples
  • Set or change the ‘google_account’ column for all entries
  • Pause table rows depending on information stored in table columns (e.g. stock levels, prices, specific words, etc.)
  • Replace all entries of a column with a specific value, under the condition that they contain specific words
+-How to Set up Dynamic Rules - Step-by-Step Guide
Step 1: Add a new Dynamic Rule

Click “Dynamic Rules” in the right part of the table toolbar. This will open the “Dynamic rules” window. Here, click “Add a new dynamic rule” to insert a new ‘search and replace’ rule.

Add a dynamic rule

Dynamic rules

Step 2: Define the Dynamic Rule

Now, name the rule and choose which column(s) the Dynamic Rule should be applied to. Next, specify the assumption(s) and define the term/value that should be applied if the condition(s) is/are fulfilled.

The following example describes a dynamic rule that turns a row’s status to ‘off’ as soon as the stock for the particular product is less than 10. Here, the condition is “stock < 10” and the defined term is ‘off’.

Create a dynamic rule

Conditions and operators

Dynamic rules work in the same way as “If x then y”-rules. They can set or replace specific cell content in tables. For rule conditions, the following operators may be used:

+-is
If: column_A Is hello
Update: column_B set to check

column_A column_B
hello check
bye
+-is not
If: column_A Is not hello
Update: column_B set to check

column_A column_B
hello
bye  check
+-less than
If: column_A less than 2
Update: column_B set to check

column_A column_B
1  check
2
+-greater than
If: column_A greater than 1
Update: column_B set to check

column_A column_B
1
2 check
+-one of
If: column_A one of hi,hello,hey
Update: column_B set to check

column_A column_B
hello  check
bye
+-not in
If: column_A not in hi,hello,hey
Update: column_B set to check

column_A column_B
hello
bye check
+-list contains
If: column_A list contains hello
Update: column_B set to check

column_A column_B
hello, hi  check
Good bye, bye
+-list does not contain
If: column_A list does not contain hello
Update: column_B set to check

column_A column_B
hello, hi
Good bye, bye check
+-is set
If: column_A is set
Update: column_B set to check

column_A column_B
1 check
+-is not set
If: column_A is not set
Update: column_B set to check

column_A column_B
1
check
+-text contains
If: column_A text contains hello
Update: column_B set to check

column_A column_B
Hello my friend check
See you later
+-text does not contain
If: column_A text does not contain hello
Update: column_B set to check

column_A column_B
Hello my friend
See you later check
+-contains column
If: column_A contains column column_B
Update: column_C set to check

column_A column_B column_C
1, 2, 3 2
good bye good bye check
good bye, hello good bye check
+-does not contain column
If: column_B does not contain column column_A
Update: column_C set to check

column_A column_B column_C
1, 2, 3 2 check
good bye good bye
good bye, hello good bye
+-set to
When choosing “set to” as an operator, the possible options will be listed in a dropdown. A true/false column will be selectable, or a field will allow you to enter any text or number you want inserted whenever the condition is fulfilled.
+-replace
The operator “replace” allows you to replace certain values with new ones when the condition is fulfilled. Additionally, you may replace several values with a new one by clicking “Add column to update”.