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Table of Contents

Overview

The Visual Rules Builder enables non-technical designers to add dynamic behaviors to a form/workflow. Here are several behaviors that you can create:

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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.

Rule Builder Wizards

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

Condition

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Wizard

Describe the conditions under which a set of actions should be executed. You can specify more than one condition in the same rule but you do not need a condition.

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Here's an example that sets the TotalDue control to the sum of the Amount controls (a table column) minus the CashAdvance control.

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Else Action Wizard

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FunctionSummaryParameters
userFirstNameUsed to retrieve the user's first name for the current user or for a specific userId. Returns the first name string.

userId - The optional userId of the user to get the first name for. This parameter an can be any text expression. If not supplied, then this function returns the first name for the current logged in user.

userLastNameUsed to retrieve the user's last name for the current user or for a specific userId. Returns the last name string.userId - The optional userId of the user to get the last name for. This parameter an can be any text expression. If not supplied, then this function returns the last name for the current logged in user.
userFullNameUsed to retrieve the user's full name for the current user or for a specific userId. Returns the full name string.userId - The optional userId of the user to get the full name for. This parameter an can be any text expression. If not supplied, then this function returns the full name for the current logged in user.
userEmailUsed to retrieve the user's email for the current user or for a specific userId. Returns the email string.

userId - The optional userId of the user to get the email for. This parameter an can be any text expression. If not supplied, then this function returns the email for the current logged in user.

userIDUsed to retrieve the userID for the current user or for a specific userId. Returns the id string.userId - The optional userId of the user to get the id for (typically not used). This parameter an can be any text expression. If not supplied, then this function returns the id for the current logged in user.
userManagerIDUsed to retrieve the user's manager's user ID for the current user or for a specific userId. Returns the manager user id string.userId - The optional userId of the user to get the user's manager's user ID for. This parameter an can be any text expression. If not supplied, then this function returns the user's manager's user ID for the current logged in user.
userDetailUsed retrieve individual information fields for the currently logged in user. These fields can either be one of the standard fields or a custom field configured using the (ldap) security provider.fieldName - The name of the user information property to retrieve. This parameter an can be any text expression. The standard properties are 'id', 'first.name', 'last.name', 'email' and 'reports.to'.

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Multiple Conditions in a Rule

The Rule frevvo Rule Builder allows you to create a rule that has more than one condition. You can write a rule that performs actions based on the values of more than one field. 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.

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