Page Comparison

Previous Section | Next Section

...

Now, we'll take a look at some business rules. We're going to add several rules to automate parts of the form. We will use the Visual Rule Builder to create the code for all but one of these rules.

Update the Client Information Form

...

Rule: Automatically Set Date to today's date

1. Click the  rules icon on the toolbar. Create a new rule and click the icon to edit it.
2. Change the name of the rule to: Initialize form

3. In the Rule area, type or copy/paste the followingClick on the Rule Builder button.
   

   1. Click Next to go to the Action wizard.

   2. Click the Add Action button on the top right of the Action Wizard

   3. Select TodaysDate from the first dropdown. TodaySDate is the Name of the Date control at the top of the form.

   If

   1. If your control is named something else, select that control from the dropdown.replace TodaySDate below with that name

   . You can also see the list of available names in the Form Outline panel in the Rules canvas.
   

   Code Block
   language javascript linenumbers true
   if (form.load) { TodaySDate.value = frevvo.currentDate(); }

   2. Select to from the second dropdown

   3. Type today in the Expression field and click on the today function when it displays in the dropdown 

4. Click Finish then click on the Image Added save and test icon. Now, when the end user first starts using the form, the Date control at the top will be set to today's date. No need for the user to type it in.

   Expand
   title Click here to see this rule in the Visual Rule Builder
   Image Added

Rule: Set Price from Item

When the user selects an item in any of the rows in the Order Items table, we want the price of that item to be displayed automatically. Normally, this price information would come from a back end database or other system but we're just hard-coding the values in the rule for the time being. We will build this rule with JavaScript instead of using the Visual Rule Builder so that you can see that supports more than one way to write business rules.

1. Click the icon in the toolbar to return to the form. In the Order Items table, select the Price column by clicking on the header. In the Properties panel, uncheck Enabled. The entire column is greyed out.
2. Go back to the rules editor, create a new rule and edit it. Change the name of the rule to: Set Price for Item.

3. Click Rule Code then click Edit Code. In the Rule area, type or copy/paste the following. 
   

   Code Block
   language javascript linenumbers true
   for (var i = 0; i < Item.value.length; i++) { if (Item[i].value === 'Chevrolet') { Price[i].value = 125.75; } else if (Item[i].value === 'Chrysler') { Price[i].value = 118.75; } else if (Item[i].value === 'Ford') { Price[i].value = 132.75; } }

   Now, when the user selects an item, the price for that item will be displayed.

Rule: Calculate

...

Subtotals

When an item and quantity are selected in a particular row, we want to compute the price for that item (Subtotal = Quantity * Price) and the overall price for all itemsdisplay it in the Subtotal column for that row.

1. Click the icon in the toolbar to return to the form. In the Order Items table, select the Subtotal column by clicking on the header. In the Properties panel, uncheck Enabled. The entire column is greyed out.
2. Go back to the rules editor, create a new rule and edit it. Change the name of the rule to: Calculate TotalsSubTotals

   In the Rule area, type or copy/paste the following. 

   Code Block
   language javascript linenumbers true
   var grandtotal = 0.0; for (var i = 0; i < Item.value.length; i++) { if (Item[i].value.length > 0 && Quantity[i].value > 0) { var subtotal = Price[i].value * Quantity[i].value; Subtotal[i].value = subtotal; grandtotal += subtotal; } } GrandTotal.value = grandtotal; var x = OrderInformationRepeat.itemRemoved;

3. Now, when the user selects an item and a quantity, the subtotal for that line and the overall grand total are automatically calculated and updated. The last line triggers the rule whenever a row is deleted from the table.Click on the Rule Builder button. You will see the Condition wizard
   

   1. Click the Add Condition button

   2. Select your Price control from dropdown

   3. Select the "is filled" property from the Property dropdown

   4. Click Next to go to the Action wizard.

   5. Click the Add Action button on the top right of the Action Wizard

   6. Select your Subtotal control from the dropdown.

   7. Select "to" from the second dropdown

   8. Type Price * Quantity in the Expressions field

4. Click Finish then click on the Image Added save and test icon. Now, when the end user selects the item and fills in the quantity, the Subtotal will be calculated for each row of the table
   
   

Expand
title Click here to see this rule in the Visual Rule Builder
Image Added

Rule: Calculate Grand Total

When all items and quantities are selected, we want to compute the overall price for all items and display it in the Grand Totals field.

1. Click the Image Added icon in the toolbar to return to the form. Click on the Grand Total control. Uncheck Enabled in the Properties panel. The field is greyed out.
2. Go back to the rules editor, create a new rule and edit it. Change the name of the rule to: Calculate Grand Total

3. Click on the Rule Builder button. You will see the Condition wizard
   

   1. Click Next to go to the Action wizard.

   2. Click the Add Action button on the top right of the Action Wizard

   3. Select your Grand Total control from the dropdown.

   4. Select "to" from the second dropdown

   5. Type sum in the Expressions field and click on the sum function when it displays in the dropdown 

   6. Select the Subtotal field from the dropdown then add the closing parenthesis

4. Click Finish then click on the Image Added save and test icon
   
   

Expand
title Click here to see this rule in the Visual Rule Builder
Image Added

Now, the overall Grand Total is automatically calculated and updated with the Subtotal amounts as rows are filled in and added to the table. Try deleting a row in the table. Notice the Subtotal amount for that row is subtracted from the Grand Total 

 has a powerful Rules engine. You can perform many dynamic actions in your form including the examples above as well as many other actions like showing/hiding connecting to back end systems and retrieving JSON to populate form controls etc

 The Visual Rule Builder makes it easy to create rules to show/hide parts of the form, automatically filling fill in user information, making make controls required or optional dynamically , connecting to back end systems and retrieving JSON to populate form controls etc. Form without writing code, For more information, refer to the Rules Examples documentation.

Previous Section | Next Section