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# Field Grid Tab

The Field Grid perspective allows the author to scroll through all data points (DTAs) and identify any invalid rules or missing GDD names/Public names. This is helpful after the PTRs are complete to be able to quickly scroll through all of the PTRs and identify possible validation issues. Potentially invalid rules will be highlighted in yellow, but note that some rules that will not validate in the field grid are actually valid rules. The Outline Editor perspective is much more accurate for validating PTRs.

The Field Grid perspective allows the author to scroll through all data points (DTAs) and identify any invalid rules or missing GDD names/Public names. This is helpful after the PTRs are complete to be able to quickly scroll through all of the PTRs and identify possible validation issues. Potentially invalid rules will be highlighted in yellow, but note that some rules that will not validate in the field grid are actually valid rules. The Outline Editor perspective is much more accurate for validating PTRs.

The perspective is available by clicking the Field Grid tab in the document pane. The Field Grid is available for both dynamic and static documents.

The following values are used to define a data field and are presented in the Field Grid:

Rule Type | Allows you to filter the Field Grid by type. Example: Entering "ITR" in the Rule Type field and selecting Find filters the Field Grid so that only rule names containing "ITR" are displayed. Selecting Reset clears all filter fields.
PTR | Allows you to filter the Field Grid by a text string within the PTR column. Example: Entering "Ethnicity" in the PTR field and selecting Find filters the Field Grid so that rules containing the string "Ethnicity" within the PTR are displayed. Selecting Reset clears all filter fields.
Rule Name | A unique ID for each data field entered.
Business Logic | A plain English description of the purpose of the data field, or rule. This is not used for EPM content.
Product Technical Rule (PTR) | The PTR represents the processing instructions, or code, that defines the behavior of the 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.
Suppress Warnings | When the checkbox is selected, this will allow you to suppress warnings that would come from schema validation during the build process.

If a property is editable, clicking in the desired cell will allow you to edit the content.

## Fillable Field Setup

Static documents have a Fillable Field Setup feature that allows you to set specific fillable field options. The Fillable Field Setup window is accessible by selecting the Is fillable field option for a rule and then clicking Setup Fillable Field PTR to display the Fillable Field Setup window.
This window allows you to set:

- Type: Select whether the field is a:
  - Alphanumeric
  - Checkbox
  - Date
  - Initials
  - Name
  - Numeric

  ** Not currently supported in WKES

- Multiline: Select this option if the field is to be displayed multiline.
- Mandatory: Selected by default. When selected, the option is not displayed n the PTR.
- Checked: Indicates the field (if a checkbox) is selected by default.
- Email Address: Enter the email address PTR information.
- ID (PTR): Allows you to enter PTR information to link to a discrete party.
- GroupID: Allows you to enter an alphanumeric value which acts as an identifier for a group of checkboxes. This is disabled unless the Type is set to Checkbox.

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