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Business Rules are executed when under the following conditions:

  • When the form/flow loads

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  • .
  • 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.

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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 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.

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Expand
titleConsider this example...

A Travel Request workflow contains a field where the user selects a destination country from a dropdown. Countries that call their subdivisions "states" are: United States, Mexico, Australia, Brazil, India, Germany and Myanmar.

The business requirement for this rule is: If any of these countries are selected, a Destination State field is enabled so the user can enter the Destination state. Otherwise, the Destination State field is disabled.

The Condition wizard for the business rule is shown in the image. Note that each condition is assigned a color coded number that is reflected in the logic expression.  The logic expression is built with the and operator by default. Since we want the rule to execute when any of the conditions are true, we must change all the and operations in the logic expression to the or operation.

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Switching to the Rule Code Tab

Rules created with the Rule Builder are automatically converted to JavaScript and co-exist with existing JavaScript rules. Of course, you can still add JavaScript directly or edit the generated code to make manual changes to your rule once you have created it with the Rule Builder.

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Expand
titleClick here for Example 2

Example 2:

You are designing an Expense Report workflow that has 3 steps:a total of 3 steps. Steps 2 (Manager Approval step) and step 3 (Accounts Payable step) are Linked Steps.

  • Step 1 is filled in by the employee. When it is completed, the flow is routed to the employee's manager for Approval/Rejection
  • Step 2 is performed by the Manager. If the Manager approves, the workflow is routed to the Accounts Payable group for final processing.
  • Step 3 is performed by the first person in the Accounts Payable group to click the perform icon on their Task List for this workflow.

Rule Requirement: The section named Accounts Payable Only should only show if the workflow is on the Accounts Payable step. It should not be visible when the workflow is on the steps performed by the employee or the manager.

The Condition, Action and Else Action wizards for this rule are show shown in the image. The dropdown for the current step value displays the linked steps as choices.

This is how the rule displays in the Rule Builder tab.

The image shows what the user sees when the workflow navigates to the Accounts Payable step.

Expand
titleClick here for Example 3

Let's take a look at a simple example. Imagine a form with 3 fields named Name, Status and Money.

Rule Requirement: If the Name field contains "John" and the Status field contains "satisfied" then populate the Money field with 50000.00 else populate the Money field with 1000.00.

One way to write this rule in JavaScript is to use nested if statements:

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

If you are using the Visual Rule Builder to achieve the same result, you will have to add two rules:

  • Rule 1 - ) When the value of Name is equal to "John" and the value of Status is 'satisfied', populate the Money field with 50000.00
  • Rule 2 - ) When the value of Name is equal to "John" and the value of Status is not 'satisfied', populate the Money field with 1000.00

    Image Added