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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.

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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.

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You have a Table control in your form that has 3 rows. You have created a rule using the Visual Rule Builder that removes the Image Removed minus from the table rows (sets the table to is not deleteable)

 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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Expand
titleClick here for Example 2

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.

  • 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 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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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