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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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Note

Dropdown, radio and checkbox control values are text types. So you must quote values when performing comparison operations:

Ex: if (Building.value === 1) will evaluate to true. You must quote the 1 as in if (Building.value === '1') to make the one a text type.

 

Control  Control Name

Rules usually need to reference form controls. You assign a control a name using the control's name property.

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Warning

Use English alphabet characters only when naming controls. For example, controls named with ó as in Póliza may cause issues when the control is used in a business rule and with submission data.

 JavaScript Keywords and Reserved Words

 It is highly recommended that you avoid using JavaScript keywords and Reserved Words as control names.  For Example, a section named New in your form will cause rule validation errors if explicitly referenced in a rule. The only way to fix this is to change the name of the control. Here is a partial list of JavaScript keywords and Reserved Words to avoid:

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abstract

boolean

break

byte

case

catch

char

class

const

continue

debugger

 default

 

 

Accessing Control Properties

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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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