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Logic: Rules

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Rules are triggered by Conditions and once triggered they execute one or more steps.

In order to use Rules, you must first enable the “Logic” feature within the Settings screen.

Rules can be set up within the Logic screen and to add a rule, you simply need to click the ‘Add Rule’ button and then configure it:

    1.  Name
    2.  Is active flag (active by default)
    3. Condition check method – defines whether all conditions or just one condition must be met before a rule will be triggered.
    4. Run Once flag (inactive by default) -defines if the rule is fired once, on all form data load, or constantly after the user makes a change in the form.
Rules where the ‘Run Once’ flag enabled change the default state of an object (field, section etc.) To know more please look at the example below.

Rules can be copied or deleted and their order can be changed using drag & drop. To help navigate through the rules they are collapse by default – this helps working with complex forms that have lots of Rules. You can drag and drop them, expand them and collapse (one by one or all at the same time.)

 

 

Example

What is a difference between rule with and without flag ‘Run Once’?

 

In the following example, we have a form with two fields: ‘Text’ and ‘Text2’.

When the ‘Text’ field is empty, the title of the ‘Text2’ field will change to ‘This is another title’.

This is how it appears when ‘Run Once’ is not enabled:

ExampleLogic1.gif

This is how it appears when ‘Run Once’ is enabled:

Rule with the flag was executed only once, but it also changed the default value of the field.

 

All rules must have a Step in order to perform some action however Conditions are not required. For example, if you want a rule to be triggered all the time you could create it without a condition.

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