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If you want your rule to run Only when the form loads - check the Initialization Only checkbox at the top of the wizard. Typically, you would check this if there is some business logic that you want to to execute before the form/flow displays and users begin interacting with it.
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When the rule displays in the Rule Builder tab, it will indicate that the rule has been flagged to run only when the form loads, if this checkbox is checked. This feature will be helpful for creating rules in future versions of the Visual Rule Builder.
Rule Builder Wizards
The
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The following functions are available in the Rule Builder for building expressions. Function names may be entered in any case (case insensitive).
Functions are entered into the Enter an Expression field in the wizards.
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Lookup Mode is triggered as you enter text in the Value fields of the wizards.
Help Mode
Help mode sows shows help text for the function in the dropdown area. The help information includes:
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Use these operators to build useful expressions
Action wizard
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Future Releases of the Visual Rule Builder
This is version 1 of the Rule Builder. More common rule patterns will be available in future releasesWe’re constantly working on improving our product to reduce the need to write code. Making JavaScript rules easier is one of the highest priority items.
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This version of the Visual Rule Builder does not currently support screenflows that use the Navigation toolbar to move back and forth between screenflow steps. |
Examples
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Example 1:You are designing a weekly Time Sheet that has fields where the user must enter the From and To dates for the reporting period. Rule Requirement: If the date entered in Period To is equal to or earlier than the date entered in Period From field show this error message "Must be after From Date" The Condition and Action wizards for this rule are show in the image. This is how the rule displays in the Rule Builder tab. If the user enters 3/7/2017 or a date before 3/7/2017 in the Period To field the error message displays. |
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title | Click here for Example 3 |
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Let's take a look at a simple example. Imagine a form with 3 fields named Name, Status and Money.
Rule Requirement: If the Name field contains "John" and the Status field contains "satisfied" then populate the Money field with 50000.00 else populate the Money field with 1000.00.
One way to write this rule in JavaScript is to use nested if statements:
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if(Name.value=='John')
{
if(Status.value=='satisfied')
{
Money.value=50000;
}
}
else
{
Money.value=1000;
} |
If you are using the Visual Rule Builder to achieve the same result, you will have to add two rules:
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The Rule Examples chapter shows you how to use the Visual Rule Builder to create common rules for real world situations.
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