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Overview

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

  • Show/Hide a Control(s) based on a specified condition
  • Show/Hide Steps in a workflow based on the step that the workflow 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....

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Tip

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

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When Do Rules Execute

Business Rules are executed under the following conditions:

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