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Rules Panel

Click on the Rules button (highlighted in blue in the screenshot below) in the Guided Designer pane.

The wizard has generated numerous rules. You can expand any rule by clicking the down arrow next to it.

  1. There's a rule to automatically initialize fields in the form e.g., First and Last name, Email address etc.
  2. Rules also automatically set dates, show/hide parts of the form as the workflow progresses etc.

Rules are created and edited using the Visual Rule Builder – you can create practically any business logic you want.

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