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Note |
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When you use the VRB "contains" condition on a checkbox control, you must set the literal value to the full, exact option value. On radio and dropdown controls, partial values work, but since the Checkbox value is an array, the rule is looking for the entire option value in the array and cannot find any partial value. For example, checkbox "C" has options "Option_1", "Option_2", "Option_3". If you use the VRB rule When C contains "1", it always evaluates to false. If you change the condition to When C contains "Option_1" the rule works as expected. |
Action
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Wizard
Declare the actions that should be taken when the condition is true. The Functions/Operators listed above can also be selected as the value in this wizard.
Else Action
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Wizard
Declare the actions that should be taken when the condition is false. The Functions/Operators listed above can also be selected as the value in this wizard. 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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- Click the Run Builder button.
- Click the Add Condition button to create a new condition (optional).
- Select your Field or select current step to describe an action that will execute based on the workflow step currently executing.
- Select the Action from the dropdown.
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.
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
- Click Next to advance to the Action wizard Wizard.
- Specify the actions to be taken if the condition is true.
- Click Next to advance to the Else Action wizard Wizard
- Specify the actions to be taken if the condition is false.
- Click Finish.
- Save your form/workflow.
- Click the Save and Test icon to verify that your rule is working as expected.
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