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

  • Show/Hide a Control(s) based on a specified condition
  • Show/Hide Steps in a workflow based on the step that the 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....

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


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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/workflow displays and users begin interacting with it.

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When the rule displays in the Rule Builder tab, it will indicate that the rule has been flagged to run only when the form loads, if this checkbox is checked.
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Rule Builder Wizards

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The left side Field and right side Value must be of a matching type. For example, you cannot use numeric expressions with text controls. If you've selected an incompatible value type, Help Mode will show an error to help you correct it.

Builtin Functions

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The following functions are available in the Rule Builder for building expressions. Function names may be entered in any case (case insensitive).Image Removed

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Functions are entered into the Enter an Expression field in the wizards.

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This field has two modes:

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

Help mode shows help text for the function in the dropdown area. The help information includes:

  • function syntax
  • summary info about the function
  • an example
  • parameter information.

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Note
  • Expressions must have the same value type as the control. For example, the functions hour and minute are only available on Time controls. If there is a type discrepancy, the designer will see an error like this:

  • DateTime controls are meant to represent a point in time and therefor do not support the functions Year, Month, Day, Hour, or Minute.

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Declare the actions that should be taken when the condition is false. The Functions/Operators listed above can also be selected as the value in this wizard. Else Actions are optional as not all rules require them. You cannot add FALSE actions if you do not have a condition specified in the rule. Image Removed

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Add A Rule

  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/workflow.
  12. Click the Save and Test icon  to verify that your rule is working as expected.

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