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

Show/Hide a Control(s) based on a specified condition
Show/Hide Steps in a flow based on the step that the flow is currently executing
Dynamically setting default values and control properties such as valid, printable, required and more.
Compute a Subtotal and Total
Populate fields with the logged in user’s information
Concatenate field data
Populate a Date field when the user signs

and much more....

Watch this webinar for an overview of how to create dynamic forms/flows without writing code.

On this page:

When Do Rules Execute

Business Rules are executed under the following conditions:

When the form/flow loads.
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. Typically, you would check this if there is some business logic that you want to execute before the form/flow displays and users begin interacting with it.

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

Condition 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.

Each condition consists of the following:

Part

Description

Field or current step (Optional)

What field or current workflow step do you want to evaluate?

Operator

What condition do you want to test to see if it is true? Select to from the choices to use an expression or function in your rule

Value (Optional)

What value do you want to compare the Field or current step to?

What function/operator do you want to use to build the expression?

Builtin Functions --- NO CODE!

The following functions are available in the Rule Builder for building expressions. Function names may be entered in any case (case insensitive).

Functions are entered into the Enter an Expression field in the wizards.

This field has two modes:

Lookup Mode
Help Mode

Lookup Mode

Lookup mode displays functions and controls from your form/flow. The functions matching the typed text are displayed first followed by the form/flow controls.

Lookup Mode is triggered as you enter text in the Value fields of the wizards.

Help Mode

Help mode shows help text for the function in the dropdown area. The help information includes:

function syntax
summary info about the function
an example
parameter information.

Operators

Use these operators to build useful expressions

Action wizard

Declare the actions that should be taken when the condition is true. The Functions/Operators listed above can also be selected as the value in this wizard.

Else Action wizard

Declare the actions that should be taken when the condition is false. The Functions/Operators listed above can also be selected as the value in this wizard. Else Actions are optional as not all rules require them. You cannot add FALSE actions if you do not have a condition specified in the rule.

Add A Rule

Click the Run Builder button.
Click the Add Condition button to create a new condition (optional).
Select your Field or select current step to describe an action that will execute based on the workflow step currently executing.
Select the Action from the dropdown.
Select the Value, expression or function(optional). To enter a text value, slide the
toggle switch icon to the right and a field displays to the right.
Click Next to advance to the Action wizard.
Specify the actions to be taken if the condition is true.
Click Next to advance to the Else Action wizard
Specify the actions to be taken if the condition is false.
Click Finish.
Save your form/flow.
Click the Save and Test icon
to verify that your rule is working as expected.

Visual Rule Builder