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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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  • tn.id - Tenant ID
  • tn.name - Tenant Name 
  • subject.id - logged in user's username.
  • subject.first.name - Logged in users's First Name
  • subject.last.name - Logged in users's Last Name
  • subject.email - Logged in users's email address
  • subject.roles - A list of all the roles for the logged in user (available in v4.1.5)user 
  • subject.reports.to - Logged in users's Reports To
  • user.id - Owner of form/flow and user folder name in the filesystem
  • user.name - TBD

The following additional data is available in v4.1.4 and later releases.also available:

  • app.id - The unique id associated with a given application. See Sharing Forms
  • app.name - The name of the application
  • form.type.id - The unique id associated with a given form. See Sharing Forms
  • flow.type.id - The unique id associated with a given flow. See Sharing Forms
  • form.id - The unique form instance id. This id is unique for each for submission.
  • form.name - The name of the form
  • flow.id - The unique flow instance id. This id is unique for each flow submission.
  • flow.activity.id - The Id of the current workflow activity
  • flow.activity.name - The name of the current workflow activity
  • form.extid - Client defined extId passed in the formtype Url parameter.
  • flow.extid - Client defined extId passed in the flowtype Url parameter
  • form.theme - Theme assigned to a form/flow.

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