In this demo we're going to create our first rules in Turnkey. Rules are created against Datasets and reports data that does not meet the requirements of the rules.


Creating Helmets without size set

  1. Open a workspace
  2. Create Products with category if you have not done so already
  3. Open the Rules tab
  4. Press Create Rule button in the top right corner
  5. Set the name of the rule to Helmets without size set
  6. Select the dataset Products with category
  7. Press Preview Dataset
  8. Press the + button and select Add Condition
  9. Change Product ID to Category
  10. Change Is blank to Equals
  11. Change <enter a value> to Helmets
  12. Press the + button and select Add Condition
  13. Change Product ID to Size
  14. Press Preview rule
  15. Switch to the Properties tab
  16. In the Description box write Helmets without size set
  17. In the Action box write Open product table and adjust Helmet size
  18. Set Query owner as the user that should resolve issues when data does not meet the rules requirements
  19. Hover over the Save button in top right corner and select Save and Publish


Creating Monitor sales with discounts 30% or larger

  1. Open a workspace
  2. Create Sales Order Details if you have not done so already
  3. Open the Rules tab
  4. Press Create Rule button in the top right corner
  5. Set the name of the rule to Monitor sales with discounts 30% or larger 
  6. Select the dataset Sales Order Details
  7. Press Preview Dataset
  8. Press the + button and select Add Condition
  9. Changes Sales Order ID to Unit Price Discount
  10. Change Is Blank to Is greater than or equal to
  11. Change <enter a value> to 0.3
  12. Press Preview Rule
  13. Switch to the Properties tab
  14. In the Description box write Monitor sales with discounts 30% or larger
  15. In the Action box write Verify the order before processing
  16. Set Query owner as the user that should resolve issues when data does not meet the rules requirements
  17. Hover over the Save button in top right corner and select Save and Publish