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 columns within a table. In many occasions 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 that is stored in table columns (e.g. stock levels, prices, specific words, …).
  • Replace all entries of a column with a specific value under the condition that they contain specific words.
Step 1: Add a new Dynamic Rule

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

Add a dynamic rule

Dynamic rules

Step 2: Define the Dynamic Rule

Now, define a name for the rule and choose the column the Dynamic Rule should be applied to. Next, specify the assumption(s) and define the term/value, which should apply if the condition(s) is/are fulfilled. The following example describes the dynamic rule that turns a row´s “status” to “off” as soon as the stock for the particular product is smaller 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… Then…” rules. They can set or replace certain cell contents in tables. For conditions the following operators can be used:

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

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

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

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

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

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

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

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

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

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

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

column_A column_B
Hello my friend check
See you later
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
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
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
When choosing “set to” as an operator, either the possible options from a dropdown or true/false column will be selectable or a field allows for entering any text or number desired to appear if the condition is fulfilled.
The operator “replace” allows for replacing certain values with a new one, when the condition is fulfilled. It is also possible to replace more than one value with a new one by clicking on “Add column to update”.