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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
icon 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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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
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Example 2:You are designing an Expense Report workflow that has a total of 3 steps. Steps 2 (Manager Approval step) and step 3 (Accounts Payable step) are Linked Steps.
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 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.
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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:
If you are using the Visual Rule Builder to achieve the same result, you will have to add two rules:
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