PTR Editor

The PTR Editor pane provides an editing view for product technical rules (PTRs) contained within a dynamic or static requirements file. Here you can edit business logic and technical rules, as well as navigate to specific locations in the files where the condition is used. The PTR Editor also presents options to view and edit the output format, GDD name, and Public name along with changing the formatting of the PTR within the Outline Editor, Filtered Outline, and Field Grid.

DTA Selection Synchronization: When you select a DTA in the PTR Editor, the corresponding DTA is automatically selected and highlighted in the Outline Editor, and vice versa. This bidirectional synchronization ensures that your focus remains consistent between both views, making it easier to review and edit DTA details. Changing the selection in one editor will update the other to match.

The PTR Editor window is available by:

• selecting View > PTR Editor
• through the standard toolbar by selecting Windows > PTR Editor list.
• pressing Ctrl+Alt+P on your keyboard.

The PTR Editor is available for dynamic and static requirements files and is available from the Outline Editor, Filtered Outline, and Field Grid when a field is selected. Following is an example of the PTR Editor when a Condition is active in a dynamic requirements file.

Note: When editing a PTR, an alert appears if you enter a value that already exists in the document rules. The alert is simply for notification of a duplicate and the duplicate value is saved regardless.

PTR Editor Features

Previous Location / Next Location	Allows you to navigate between the previous and next location. When at the first location, Previous Location cycles to the last location. Likewise, when at the last location, Next Location cycles to the first location.
Locations	Displays the number of times the condition is used as well as provides a link to each location.
Output Format	Used to define how certain entries are presented in the system. For more information, refer toOutput Formats . Formats include: Checkbox d mmmm yyyy m/d/yy m/yy mm/dd/yy mm/dd/yyyy mm/yy mmmm d mmmm d, yyyy mmmm, yyyy dd mm yyyy dd/mm/yy dd/mm/yyyy mm dd mm dd, yyyy mm, yyyy d dd dth m mm mmm mmmm yyyy yy hh:mm:ss[24hr] hh:mm A.M./P.M. hh:mm:ss A.M./P.M. $1,234 $1,234 $1,234.50 0.12 .05 01 1234 1,234 1.234. 1,234.56 1,234.567 Raw7 #th ##th Alpha Alpha Check Amount Alpha Percent 12% 12.% 12.34% 12.345% 12 or 12.34% 12 or 12.345% Raw7% Texas TX String In line Raw RAW IntDisc
GDD Name*	The data name used for VMP tech/board and E-Forms content.
Public Name*	The name used to define the rule for the BSI tech/board and E-Forms content.
Substitution Name*	The data name used when completed with values from the Edit Instance screen.
SuppressUI	When Yes is selected, this allows you to suppress warnings that would come from schema validation during the build process.
XPath:	Contains an XPath attribute value, used to supply the location to a corresponding SmartDocData element section. Its contents can be text, a data element (DTA), or a combination of the two.
Format Rule	Autocorrects the text within the PTR field, including rule completion, case correction, etc. In the following example, the IF statement is not completed. Clicking Format Rule analyzes and completes the rule. Note:The Format Rule command is automatically run when you change focus from the PTR field to another field via the Tab key or using the mouse.
PTR XPaths	Displays a window containing a list of all XPaths in use by the associated PTR. Note: The total number of XPaths and the rule name are shown in the window titlebar. Displayed XPaths are available to copy to the Clipboard. The window must be closed to continue activities in Requirements Editor. To show only those XPaths for the current scope of the selected rule, select Show only XPaths from the current scope. This feature is not available from the Field Grid nor for static documents.
Font	Allows you to change the font used within the PTR Editor fields.
Business Logic	A plain English description of the purpose of the data field, or rule. This is not used for EPM content.
Developer Notes	Allows you to add internal notes to a PTR. This information is not customer facing and is stripped out when building the document. Special characters ( <, >, &, ', ") and line returns are honored. Information entered into Developer Notes is also viewable in the PTR Editor tab of the Outline window.
Current Scope	Displays the scope that applies to the selected PTR rule.Note:If the selected rule is not applicable within the Field Grid, it is indicated here.
Full Scope	Displays the combined scope of all rules, except for the current scope.
PTR	Displays and allows you to edit the Product Technical Rule for the condition. For more information on using the PTR Editor, see Product Technical Rule (PTR) Reference.
* Displayed only if the Rendition plugin is being utilized

Tip: After using Remove Override on a Package Row rule, open the PTR Editor or refresh the view to confirm that PTR and Business Logic reflect the inherited values