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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.

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 PartDescription
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 expression(/function ) do you want to use in the rule?

Builtin Functions --- NO CODE!


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Help Mode

Help mode - syntax information and an example

Expressions 

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 Expressions/functions listed above can be selected as the value

Else Action wizard

Declare the actions that should be taken when the condition is false. The Expressions/functions listed above can be selected as the value. Else Actions are optional as not all rules require them. You cannot add FALSE actions if you do not have a condition specified in the rule.

 

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  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 Operator.
  5. Select your 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.

    Info

    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 Image Modified to verify that your rule is working as expected.

Modify a Rule

Once completed, the entire rule can be viewed in the Rule Builder tab.

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