Run Rules

Provides functionality to run rules on drawings. Rules can be used to:

• Validate drawings for correctness.

• Provide feedback on missing elements.

• Highlight drawing elements that match certain conditions.

On the Drawings tab, in the Rules group, click Rules to display the Rules window.

Use the Rules window to run defined rules on multiple drawings. Items with matched rules are indicated on the drawing in various ways:

• A warning, error or information message.

• A permanent color change.

• A permanent line style change.

• A highlighted color.

Drawings

Specifies the drawings on which the rules are run.

Click Select to display the Drawings selection window. The functionality available from the Drawings selection window is described as part of the process to batch print drawings. See Batch Print Drawings for further information.

Alternatively, click Select and select All Opened from the drop-down list to select all opened drawings.

Reset highlight

This check box is displayed a drawing is specifically selected.

• If the check box is selected, existing highlights are removed from drawing items before running the rules.

• If the check box is not selected, existing highlight is retained on drawing items when the rules are ran.

Discipline

Filters the the tree view by discipline.

Note:
The available rules on the Rules window are filtered based on the disciplines that the user is assigned to. If the user is assigned to multiple disciplines, the [All] option becomes available for selection.

Click Select to display the Disciplines selection window.

• If the check box is selected, the rules for the discipline are displayed in the tree view.

• If the check box is not selected, the rules for the discipline are not displayed in the tree view.

Search

Input a value in the field to filter the rules by rule name.

Tree View

Provides an easy to use graphical method for exploring the rules.

• The tree view displays the rules in a hierarchy.

• Click on a rule in the tree view to navigate to the rule and make it the current element.

• If the check box is selected, the rule is processed and matched items are indicated on the drawing.

• If the check box is not selected, the rule is not processed.

• When a check box is selected/deselected, all check boxes below the the check box in the hierarchy are selected/deselected.

• To expand the element hierarchy, click to the left of the element name. To contract an expanded element, click to the left of the element name.

Default rules are supplied with the P&ID discipline. The default rules cannot be deleted. The feedback options for the default rules can be modified for the current session.

Project defined rules are created in the the Configuration module. The project defined rules can be modified for the current session. User defined rules can be created, edited, copied and deleted.

Note:
If you want to base a new rule or rule set on a project defined rule but do not want to edit it, you can copy rules and rule sets from the Project Defined node to the User Defined node and then edit them as required.

Tree view right-click menus

Right-click on a discipline, default type, project defined type or project defined rule set element to display a drop-down menu.

Right-click on a default rule or project defined rule element to display a drop-down menu.

Right-click on a user defined type element to display a drop-down menu.

Right-click on a user defined rule set element to display a drop-down menu.

Right-click on a user defined rule element to display a drop-down menu.

Note:
Use Save Work to save any changes you make in the Rules window.

Edit rules

The functionality available from the Rule Definition window is identical to the Manage rules window in the Configuration module. See Rules for further information.

Only the options available in the Run, Validation Feedback and Formatting Feedback parts of the Rule Definition window can be modified for default rules and project defined rules.

Run

Runs the selected rules.

Note:
Rules can be configured to run when a drawing is opened or edited and may not require manual activation.

The Validating drawings window is displayed. Click Cancel to cancel the rule validation.

Items with matched rules are indicated on the drawing.

The example displays a drawing that contains a matched rule for centerlines with a bore attribute of 50 (mm by default).

The centerline is highlighted in amber, and error, warning and information messages are displayed in the Rules Feedback window, which is automatically displayed. See View Rules Feedback Messages for further information.