Find the following sections below:
You can view your results once you have executed a rule. You can access them by clicking on the results icon at the top right of the Execution Steps slide-out.
You can also access your results from the card or row of a rule on its project page in the bottom right corner if you have already executed this rule.
In the following image you can see that there are five unresolved results for an ‘Active Accounts’ alert. There is also a slideout on the right, where you can select from available slicers.
Please note that if your results do not vary, if each row displays the same data, or if all fields are empty, there will be no applicable filters until the results have been edited. For example, if all results are unresolved you will not be able to filter on resolved and unresolved rows until an issue has been solved for at least one row.
If a rule has been run by another user or schedule while you are viewing its results, you will be notified that there may have been changes. The results will then be refreshed so you can always view the latest updated records.
When a record is unresolved, it has been included in the result set created by the rule’s query. You can edit the custom fields of unresolved results following our guide below.
A resolved result means that at some point the record was available in the results for the provided query (as an unresolved result), however changes to the data have meant it is no longer included within the queries filters and so, is considered to be dealt with.
You cannot edit the custom fields of resolved results, as your query filters out records that are not relevant. So if the issue causing a record was solved, it will no longer be included in the results of the query and so, the new version of this record will not be able to be edited.
You will be able to find the age of a record and whether it has been added to the results with the last execution of a rule on this page. This is generated by Loome and will be present on the results page of any executed rule.
The record age will note how long ago an individual record was added to the results of this rule.
New record will state whether a row was added in the most recent execution of a rule.
In the image below, you can see that all rows of this rule were newly added when this rule was last run. You can also see that they were first added 41 minutes ago.
In the next example, you can see that there has been one new record added to the existing four rows.
The column New Record will state which rows have been added from the last execution of a rule.
You can use the Record Age column in communication rules to send notifications when a record has remained unresolved for a long period of time. Learn how to create a condition for this scenario in our guide here.
If you click on the right-hand slideout, you will find the last time this rule was run and the user that executed this rule.
Below, you will find each slicer available to filter your results.
To apply a slicer, click on a checkbox or select a range in a number or date slicer, and then click on ‘Apply slicers’.
You can choose to include null values.
If a row was edited and you would like to update slicers, click on the refresh button to see an updated list of slicers.
To cancel all applied slicers, click on clear slicers.
In the slide-out on the right, you can also filter your results by whether they are resolved or unresolved.
Click on the status you want to see and then click on apply at the top-right of the slicers.
You can also view any results that have been ignored by clicking on Ignored under the ‘Status’ filter.
Then click on apply at the top-right corner of the slicers.
This will also display the reason why a result was ignored.
If all results have been resolved or ignored, all rows will display on the results page and you will be able to filter between these statuses in the slicers slideout.
You can also filter your results by the user a row is assigned to.
Click on the checkbox beside the name of a user and you will be able to view each result assigned to them.
In the image below, I have chosen to filter on unassigned records so I can assign each unassigned row to a user that can resolve that record.
You can edit your results in a few ways. You can ignore a result, assign a user to a result, and add values to your custom fields.
You can edit a result by clicking on the Edit button on the left of a row.
It will display a page where you can edit each custom field, assigned user and whether a result is ignored. You will find that you can only edit fields on the right, and source data that cannot be edited is displayed on the left of the page.
You can assign a result to a user by clicking on the Edit button on the left of the result and providing their email address in the Assignee field.
Click on save at the top right, and this assignee will be displayed by its result.
You can assign a row to only one user. Please provide a single email address in a complete email format.
You can ignore a row of results by clicking on the Edit button of that row.
Click on the checkbox Ignore.
Provide the reason why you want to ignore this row.
Save and this row will be ignored. It will not appear in the default view of results.
This row will be excluded for any future executions of this rule and so, will no longer be updated.
Click on the Edit button of a row to edit any custom field you added when creating or editing a rule.
We have added each custom field type in the glossary rule in the image below. Complete each custom field.
Select a date and time.
Provide values to your notes fields.
Select from your list options.
We have also added a number to the ID number field, an email to ‘Contact’ and added a URL. Make sure to include ‘https://’ at the start of your URL.
Save your new changes.
You will then be able to see these changes reflected in your results table.
For any custom fields, a dedicated schema has been created in your selected output connection with these custom fields as metadata columns.
When multiple users are viewing the same results page, if one user edits a row the page will be refreshed so that you can view the latest results. You will be notified if any rows are changed with the rule and row id, and the records will be updated.
If you would like to edit multiple records, you can also click on ‘Save and Next’ and you will be directed to the next record, instead of returning to the results page.
If you would like to edit the previous row, use the ‘Save and Previous’ button at the top right and Loome will save this row and you will be directed to the previous record.
You can cancel any changes you made to a record by using the Cancel button at the top right. You will lose any changes and you will be directed to the results page.
From this page you can edit the rule of these results by clicking on Edit in the top right corner. This will direct you to the rule editor and you can make your changes. Learn more about editing rules here.