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Overview
The Visual Rules Builder enables non-technical designers to add dynamic behaviors to a form/workflow. Here are several behaviors that you can create:
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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. 
Rule Builder Wizards
The Rule frevvo Rule Builder walks you through three easy steps to define your condition and actions.
Condition
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Wizard
Describe the conditions under which a set of actions should be executed. You can specify more than one condition in the same rule but you do not need a condition.
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When you use the VRB "contains" condition on a checkbox control, you must set the literal value to the full, exact option value. On radio and dropdown controls, partial values work, but since the Checkbox value is an array, the rule is looking for the entire option value in the array and cannot find any partial value. For example, checkbox "C" has options "Option_1", "Option_2", "Option_3". If you use the VRB rule When C contains "1", it always evaluates to false. If you change the condition to When C contains "Option_1" the rule works as expected. |
Action
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Wizard
Declare the actions that should be taken when the condition is true. The Functions/Operators listed above can also be selected as the value in this wizard.
Else Action
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Wizard
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.
Built In Functions
The Visual Rule Builder (VRB) provides the following functions, no code required!
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Refer to the Visual Rule Builder chapter or watch this 6-minute video for an overview of how to create dynamic forms/workflows without writing code. |
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| Function | Summary | Parameters |
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| userFirstName | Used to retrieve the user's first name for the current user or for a specific userId. Returns the first name string. | userId - The optional userId of the user to get the first name for. This parameter an can be any text expression. If not supplied, then this function returns the first name for the current logged in user. |
| userLastName | Used to retrieve the user's last name for the current user or for a specific userId. Returns the last name string. | userId - The optional userId of the user to get the last name for. This parameter an can be any text expression. If not supplied, then this function returns the last name for the current logged in user. |
| userFullName | Used to retrieve the user's full name for the current user or for a specific userId. Returns the full name string. | userId - The optional userId of the user to get the full name for. This parameter an can be any text expression. If not supplied, then this function returns the full name for the current logged in user. |
| userEmail | Used to retrieve the user's email for the current user or for a specific userId. Returns the email string. | userId - The optional userId of the user to get the email for. This parameter an can be any text expression. If not supplied, then this function returns the email for the current logged in user. |
| userID | Used to retrieve the userID for the current user or for a specific userId. Returns the id string. | userId - The optional userId of the user to get the id for (typically not used). This parameter an can be any text expression. If not supplied, then this function returns the id for the current logged in user. |
| userManagerID | Used to retrieve the user's manager's user ID for the current user or for a specific userId. Returns the manager user id string. | userId - The optional userId of the user to get the user's manager's user ID for. This parameter an can be any text expression. If not supplied, then this function returns the user's manager's user ID for the current logged in user. |
| userDetail | Used retrieve individual information fields for the currently logged in user. These fields can either be one of the standard fields or a custom field configured using the (ldap) security provider. | fieldName - The name of the user information property to retrieve. This parameter an can be any text expression. The standard properties are 'id', 'first.name', 'last.name', 'email' and 'reports.to'. |
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Multiple Conditions in a Rule
The Rule frevvo Rule Builder allows you to create a rule that has more than one condition. You can write a rule that performs actions based on the values of more than one field. As you select conditions, a logic expression is built and displayed at the bottom of the screen. Notice the expression uses the AND operation by default. There may be business rules that require a change to the logic expression.
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| Info |
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This version of the Visual Rule Builder does not currently support screenflows that use the Navigation toolbar to move back and forth between screenflow steps. |
Examples
The Rule Examples chapter shows you how to use the Visual Rule Builder to create common rules for real world situations.
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