A guide provides step-by-step prompts that help users review, enter, or confirm data
visually, reducing manual entry errors. This guide simplifies rule occurrence creation by
leading users through dataset and data element selection and configuration.
Open the
Uniqueness Rule Occurrence
Guide
guide.
On the
Start
tab of the Start step, ensure that the
Run As
field is set to
Current User
.
Save and publish the guide.
On the
Actions
menu, click
Run
.
Alternatively, you can copy the execution URL from the
Properties Detail
dialog box to run the guide.
On the
Select Dataset
page, select the
dataset that contains the data elements for which you want to create rule
occurrences, and click
Next
.
On the next screen, select one or more
profiled Data Elements and click
Next
.
To ensure a smooth operation,
avoid creating rule occurrences for more than eight data elements at a
time.
Enter values for the Threshold, Target, and
Criticality fields.
For
Threshold and Target, you can enter only numeric values, limited to two decimal
places. If you enter an invalid value, such as a negative number, an error
occurs.
Click
Run
.
The process will create or
update rule occurrences for the selected data elements. The process might take
some time depending on the number of data elements selected.
The next
screen displays a summary list of the newly created or updated rule occurrences.
Any errors that occurred during creation or update will also be shown in the
table. For each rule occurrence, the table provides details, such as the linked
Data Element and its ID, the rule occurrence name and ID, the link to it in
CDGC, and other relevant information.
Click
Done
.
If you encounter an error stating that this guide session is no longer available and cannot be
used, click
OK
, and then click
Run
at the bottom. A new screen will appear
displaying the results, which are accurate despite the session error.
You can also use the embed code to embed the guide into an HTML document of a third-party
application.
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