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The Rule Builder walks you thru three easy steps to define your condition and actions.
Condition wizard
Describe the conditions under which a set of actions should be executed. You can specify more than one condition in the same rule but you do not need a condition.
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Declare the actions that should be taken when the condition is false. Else Actions are optional as not all rules require them.
Add A Rule
- Click the Run Builder button.
- Click the Add Condition button to create a new condition (optional).
- Select your Field or aelect current step to describe an action that will execute based on the workflow step currently executing.
- Select your Operator.
- Select your Value (optional). To enter a text value, slide the toggle switch icon to the right and a field displays to the right.
- Click Next to advance to the Action wizard.
- Specify the actions to be taken if the condition is true.
- Click Next to advance to the Else Action wizard
- Specify the actions to be taken if the condition is false.
- Click Finish.
- Save your form/flow.
- Click the Test icon to verify that your rule is working as expected.
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