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When the rule displays in the Rule Builder tab, it this checkbox 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.
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The tables below explain each function. When you are using the Visual Rule Builder, you can see the functions' summaries, parameters, and an example of how to use the function as you type in and select the function. In use, function names are followed by parenthesis, which contain contains the comma-separated parameter(s) of the function. For example, if you want to add two fields using the sum function, enter sum(<controlname1>,<controlname2>). The VRB will guide you to this syntax and let you know if there are any syntax errors. Function names may be entered in any case (case insensitive).
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Function | Summary | Parameters |
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userFirstName | Used 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 can be any text expression. If not supplied, then this function returns the first name for of the current currently logged-in user. |
userLastName | Used 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 can be any text expression. If not supplied, then this function returns the last name for of the current currently logged-in user. |
userFullName | Used 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 can be any text expression. If not supplied, then this function returns the full name for of the current currently logged-in user. |
userEmail | Used 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 can be any text expression. If not supplied, then this function returns the email for the current currently logged-in user. |
userID | Used 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 can be any text expression. If not supplied, then this function returns the id for the current currently logged-in user. |
userManagerID | Used 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 can be any text expression. If not supplied, then this function returns the user's manager's user ID for the current currently logged-in user. |
userDetail | Used 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 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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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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