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The Visual Rules Builder enables non-technical designers to add dynamic behaviors to a form/flowworkflow. Here are several behaviors that you can create:

  • Show/Hide a Control(s) based on a specified condition
  • Show/Hide Steps in a flow workflow based on the step that the flow workflow is currently executing
  • Dynamically setting default values and control properties such as valid, printable, required and more.

  • Compute a Subtotal and Total

  • Populate fields with the logged in user’s information

  • Concatenate field data

  • Populate a Date field when the user signs

and much more....



 Watch this webinar for an overview of how to create dynamic forms/flows workflows without writing code.

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Business Rules are executed under the following conditions:

  • When the form/flow workflow loads.
  • When a control's value that the rule depends on changes.
  • When you add a row to a Table control or click on the icon to add a repeating item.

If you want your rule to run Only when the form loads - check the Initialization Only checkbox at the top of the wizard. Typically, you would check this if there is some business logic that you want to execute before the form/flow workflow displays and users begin interacting with it.

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Lookup mode displays functions and controls from your form/flowworkflow. The functions matching the typed text are displayed first followed by the form/flow workflow controls.

Lookup Mode is triggered as you enter text in the Value fields of the wizards.

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  1. Click the Run Builder button.
  2. Click the Add Condition button to create a new condition (optional).
  3. Select your Field or select current step to describe an action that will execute based on the workflow step currently executing.
  4. Select the Action from the dropdown.

  5. Select the Value, expression or function(optional).  To enter a text value, slide the toggle switch icon to the right and a field displays to the right.

    Info

    If current step is selected as the condition for a workflow designed using Linked Steps, the value dropdown displays the names of the linked steps as choices. Workflows designed with individual forms as steps (not linked) will only show that step in the current step value dropdown.

    For example,

    • If you have one form (named form A) in a workflow, you will only see form A listed in the current step value dropdown,
    • If you add  2 linked steps (named form B and form C), the current step value dropdown lists all 3 steps: form A, form B and form C.
    • If you add form D (not linked) to the workflow, form D will not be listed in the current step value dropdown for form A
  6. Click Next to advance to the Action wizard.
  7. Specify the actions to be taken if the condition is true.
  8. Click Next to advance to the Else Action wizard
  9. Specify the actions to be taken if the condition is false.
  10. Click Finish.
  11. Save your form/flowworkflow.
  12. Click the Save and Test icon to verify that your rule is working as expected.

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