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The Visual Rules Builder enables non-technical designers to add dynamic behaviors to a form/flow. Here are several behaviors that you can create:

  • Show/Hide a Control(s) based on a specified condition
  • Show/Hide Steps in a flow based on the step that the flow is currently executing
  • Dynamically setting default values and control properties such as valid, printable, required and more.
  • Compute a Subtotal and Total

  • Populate fields with the logged in user’s information

  • Concatenate field data

  • Populate a Date field when the user signs

and much more.... Refer to Rule Examples to see how to use the Visual Rule Builder to create common rules for real world situations.Image Removed

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 Watch this webinar for an overview of how to create dynamic forms/flows without writing code.


 On this page:

Table of Contents


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.


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.

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Rule Builder Wizards


Rule Builder walks you thru through three easy steps to define your condition and actions.


Field or current step (Optional)

What field or current workflow step do you want to evaluate?


OperatorWhat condition do you want to test to see if it is true? Select to from the choices to use an expression or function in your rule
Value (Optional)

What value do you want to compare the Field or current step to?

What function/operator do you want to use to build the expression in the rule?

Builtin Functions --- NO CODE!


Lookup Mode

The following functions are available in the Rule Builder for building expressions. Function names may be entered in any case (case insensitive).

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Functions are entered into the Enter an Expression field in the wizards.

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This field has two modes:

  • Lookup Mode
  • Help Mode

Lookup Mode

Lookup mode displays functions and controls from your form/flow. The functions matching the typed text are displayed first followed by the form/flow controls.

Lookup Mode is triggered as you enter text in the Value fields of the wizards.

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Help Mode

Help mode - syntax information and an example


shows help text for the function in the dropdown area. The help information includes:

  • function syntax
  • summary info about the function
  • an example
  • parameter information.

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Use these operators to build useful expressions

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Action wizard 

Declare the actions that should be taken when the condition is true. The Functions/operators Operators listed above can also be selected as the value in this wizard.


  1. Click the Run Builder button.
  2. Click the Add Condition button to create a new condition (optional).
  3. Select your Field or select current step to describe an action that will execute based on the workflow step currently executing.
  4. Select your Operatorthe Action from the dropdown.
  5. Select the Value, expression or function(optional).  To enter a text value, slide the toggle switch icon to the right and a field displays to the right.


    If current step is selected as the condition for a workflow designed using Linked Steps, the value dropdown displays the names of the linked steps as choices. Workflows designed with individual forms as steps (not linked) will only show that step in the current step value dropdown.

    For example,

    • If you have one form (named form A) in a workflow, you will only see form A listed in the current step value dropdown,
    • If you add  2 linked steps (named form B and form C), the current step value dropdown lists all 3 steps: form A, form B and form C.
    • If you add form D (not linked) to the workflow, form D will not be listed in the current step value dropdown for form A
  6. Click Next to advance to the Action wizard.
  7. Specify the actions to be taken if the condition is true.
  8. Click Next to advance to the Else Action wizard
  9. Specify the actions to be taken if the condition is false.
  10. Click Finish.
  11. Save your form/flow.
  12. Click the Save and Test icon to verify that your rule is working as expected.


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.


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.


titleClick here for Example 1

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.

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This is how the rule displays in the Rule Builder tab.

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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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titleClick here for Example 2

Example 2:

You are designing an Expense Report workflow that has a total of 3 steps. Steps 2 (Manager Approval step) and step 3 (Accounts Payable step) are Linked Steps.

  • Step 1 is filled in by the employee. When it is completed, the flow is routed to the employee's manager for Approval/Rejection
  • Step 2 is performed by the Manager. If the Manager approves, the workflow is routed to the Accounts Payable group for final processing.
  • Step 3 is performed by the first person in the Accounts Payable group to click the perform icon on their Task List for this workflow.

Rule Requirement: The section named Accounts Payable Only should only show if the workflow is on the Accounts Payable step. It should not be visible when the workflow is on the steps performed by the employee or the manager.

The Condition, Action and Else Action wizards for this rule are shown in the image. The dropdown for the current step value displays the linked steps as choices.

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This is how the rule displays in the Rule Builder tab.

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The image shows what the user sees when the workflow navigates to the Accounts Payable step.

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titleClick here for Example 3

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:

Code Block

If you are using the Visual Rule Builder to achieve the same result, you will have to add two rules:


The Rule Examples chapter shows you how to use the Visual Rule Builder to create common rules for real world situations.

  • The User Info, Numeric, Boolean and Date/Time functions, added to the Visual Rule Builder, are not available in the Precondition Rule Builder. Only the following operators are supported in precondition expressions:
    • + (add and concat)
    • -
    • * (multiply)
    • /