When Do Rules Execute

Business Rules are executed when under the following conditions:

• When the form/flow 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 Image Addedicon 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.  You may want Typically, you would check this if there is some business logic that you want to to execute before the form/flow displays and users begin interacting with it.

(need good example) - 

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. This feature will be helpful for creating rules in future versions of the Visual Rule Builder.

Rule Builder Wizards

The Rule Builder walks you thru three easy steps to define your condition and actions.

...

Declare the actions that should be taken when the condition is false. 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.

 

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 aelect select current step to describe an action that will execute based on the workflow step currently executing.
4. Select your Operator.

5. Select your Value (optional).  To enter a text value, slide the Image Modifiedtoggle 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/flow.
12. Click the Test icon to verify that your rule is working as expected.
    
    

...

The Rule Builder allows you to create a rule that has more than one condition. In this way, you You can write a rule that performs actions based on the values of more than one field. There is just one additional step to consider. When you use multiple conditions in a rule, you can edit the logic expression to specify

...

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.

• The (AND operation) means that All of the specified conditions must be true before the actions set up in the Action Wizard are executed.
• Change the (AND operation(s)) to (OR operation(s)) if only one of the conditions needs to be true (OR operation) before the actions are executed.
• You can group Group parts of the logic expression using parentheses if necessary.
  

...

...

Switching to the Rule Code Tab

...

Examples

if(Name.value=='John')
{
	if(Status.value=='satisfied')
	{
		Money.value=50000;
	}
}
else
{
Money.value=1000;
}