Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Click the Edit icon for the Leave Approval Form. 

  2. Click on the Rules icon in the designer toolbar. 

     
  3. Click the plus icon to Create a new rule.
  4. Change the name of the rule to Sick Certification.
  5. The Visual Rule Builder consists of 3 wizards:

    • Condition wizard - describe the conditions under which a set of actions should be executed
    • Action wizard - declare the actions that should be taken when the condition is true
    • Else Action wizard - declare the actions that should be taken when the condition is false
    1. Click the redruleplto add the rule.
    2. Name it Sick Certification.
    3. Click the Rule Builder button then click Add Condition - this is the Condition wizard
    4. Select the Type of Leave field from the first dropdown.
    5. Select is from the second dropdown
    6. Slide the toggle to the right then enter "Sick" without the quotes in the third field.
    7. Click Next then click Add Action - this is the Action wizard where you set up actions that will happen if the condition is true
    8. Select the Certification field from the first dropdown.
    9. Select as visible from the second dropdown
    10. Add another action to set the Certification control to required
    11. Click Next then click Add Action - this is the else action wizard where you set up actions that will happen if the condition is false
    12. Set the Certification control to hidden
    13. Add another action to set the Certification control to optional
    14. Click Finish
  6. When you are finished, the rule should look like this in the Rule List.

...