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Command and Toolbar functions

The command bar provides access to all the main operations you may want to perform within a process, such as importing a new process, or computing parts of it.

The toolbar provides buttons which provide quick access to the most frequently used features. If you hover over any of the buttons a tool-tip is displayed, with a brief descriptions of its use.

Functions provided

The functions provided in the command bar and toolbar are the following:

Function	Command bar (where present)	Corresponding page
Create a new Rulex process	File > New > Process	Datasets and Attributes
Delete a Rulex process		Datasets and Attributes
Import a Rulex process	File > Import Process	Importing Rulex Processes
Export a Rulex process	File > Export Process	Exporting Rulex Processes
Modify process documentation	File > Edit Process Documentation	Documenting Processes
Export process documentation as a PDF	File > Export Process Documentation	Documenting Processes
Create new process variables that can be used as parametric options in tasks		Using Process Variables in Rulex
Schedule the execution of tasks		Scheduling Activities
Compute the whole process	Actions > Compute Process	Overview on Rulex Tasks
Compute only the selected task	Actions > Compute Selected	Overview on Rulex Tasks
Compute all the tasks downstream of and including the selected task	Actions > Compute Onwards	Overview on Rulex Tasks
Compute all the tasks in the process, without saving the results in the database	Actions > In-memory	Overview on Rulex Tasks
Compute all the tasks in the process, saving the results in the database at the end. In comparison with the standard Compute In-memory task, this task also saves the output of the import tasks	Actions > In-memory (save source data)	Overview on Rulex Tasks
Check how the time required to compute, load and save data is distributed over the various tasks in the process		Analyzing Task Performance
Stop the execution of a computation	Actions > Stop Computation	Overview on Rulex Tasks
Create and configure process-level alerts		Setting Alerts for Tasks
Set priorities for the order in which tasks are executed		Prioritizing Tasks
Set parameters regarding the execution of the whole Rulex process		Modifying Process Execution
Configure options for the management of vault variables		Using Vault Variables in Rulex
Set parametric options for all processes		Managing Parametric Options
Search for words used in task names and histories, process variables and parametric options.		Searching Tasks
Save a series of operations as a macro, which can then be launched from the Macro Manager		Creating and Using Macros
Display the list of saved macros that can be launched in the process		Creating and Using Macros
Display or hide the Tasks pane	View > Toggle Task Dock	No documentation required.
Display or hide the Processes pane	View > Toggle Process Dock	No documentation required.
Display or hide the toolbar for adding graphic elements to the stage	View > Graphic Toolbar	No documentation required.
Add a Rulex to the version control system	Right-click process and select Version Control > Add	Versioning Processes
Clone a process which has already been versioned.	Right-click process and select Version Control > Clone	Versioning Processes
Retrieve the latest version of a process from the version control system. In case of conflicts a warning message is displayed, allowing you to decide how to continue.	Right-click process and select Version Control > Pull	Versioning Processes
Align your local files with those on the server. In case of conflicts a warning message is displayed, allowing you to decide how to continue.	Right-click process and select Version Control > Push	Versioning Processes
Retrieve the hash name of the process.	Right-click process and select Version Control > Info	Versioning Processes
Retrieve a list of commit operations, messages, users and timestamps.	Right-click process and select Version Control > Log	Versioning Processes
Revert back to a previous version of a process	Right-click process and select Version Control > Revert	Versioning Processes
Add a specified tag to a process, to make it consequently easier to identify, for example if you want to revert to this version.	Right-click process and select Version Control > Tag	Versioning Processes
Merges two processes, according to specified merge policies.	Right-click process and select Version Control > Merge	Versioning Processes
View user documentation	Help > User Manual Help > Rulex Tutorial	No documentation required.
Select/activate a new license, or check the status, terms or expiry date of your current license.	File > Manage Licenses	No documentation required.
Change visualization settings in the stage	File > Preferences	Stage Settings
Select/activate a new license, or check the status, terms or expiry date of your current license.	File > Manage Licenses	No documentation required.
Change database settings	File > Database Preferences File > Resize Database File > Save Database File as...	Database Settings
Specify repository information for versioning, and associated user name and email for commit operations.	File > Versioning Preferences	Versioning Processes
Copy & paste elements in the stage	Edit > Copy Edit > Paste	Stage Settings
Check which version of Rulex you are using	Help > About	No documentation required.