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Business rules are added by editing your form or workflow. Click the Rules button in the form designer toolbar shown below to add new business rules and edit any existing rules in your form.

You may create a new rule by clicking on the icon. Your new rule is given a randomly generated name. You can edit the name as described below.

Each rule has three icons. Each is described below.

  • Click the icon to edit an existing rule. You can edit the name, description and statement (JavaScript code) for the rule.
  • Click the icon to delete a rule. Confirm your choice in the dialog that pops up and the rule will be immediately removed. This is an irreversible process so make sure you do not need the rule before you delete it.

Rules can be temporarily disabled by unchecking the ''enabled''' checkbox visible by opening a rule for edit.

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  • form.load : This property is true when the form is first loading. It is useful for setting default values via rules that you need to be set before the user starts interacting with the form. This also holds true for flows. This property is true when each step of a workflow is first loading.
  • form.unload : This property is true when users click the form's submit button. It is useful for setting control values just prior to the execution of the form's Doc Actions and Form Actions. This also holds true for flows. This property is true when the user clicks the continue button for each workflow step.
  • form.positionUpdated : This property is used for the Geo location feature. You can fire a rule using this special identifier every time the position is updated.

Examples of identifiers used in  rules are:

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Continue expanding the outline by clicking deeper "+" icons to reveal controls nested inside of panels and sections. In this example the Personal Subject Property Information section contains a Panel30 Panel40 and an inner Panel41 inner Panel44 with a dropdown control named State. Notice that the outline shows all the dropdown control's options in value=label syntax. This is very useful when you need to perform a comparison to determine which option a user selected. You can copy/paste the option values into your rules to avoid typo mistakes by clicking on the Image Added icon to the right of the options

Every control has a Properties icon. Click the "+" to expand the Properties. You will see a list of all the properties that are applicable to this control. Note that even the "form" itself has a Properties icon which show that the form has form.load and form.unload properties. LoanNumber is a quantity control and thus has all the properties you'd expect for this control type such as LoanNumber.required, value, visible, etc..

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