A form can consists of multiple pages, the rules can be used to define when and which page is to be presented to the user when any particular selection is made or any button is clicked. The Form Designer Rules tab allows you to create rules that can be used on the form.
In the Rules tab, you can add, edit, delete, as well as enabling and disabling the rules.
To add a new rule, click on the “Add” button on the upper right corner of the page. The “Add” page will appear.
In the “Properties” panel, key in an unique name for the new rule in the “Name” field and a brief description in the “Description” field. Selecting the “Inverse” field allows you to invert the condition set in the “Condition” panel. The “Enabled” field is selected by default, which enables the new rule for the form.
In the “Conditions” panel, click on the “+” icon to add a new condition.
In the first field, select the condition from the drop-down list. Select the operator from the second field. Key in the desired result in the third field. More than one condition can be added. Simply click on the “+” icon to add more conditions.
In the “Actions” panel, click on the “+” icon to add a new action.
Select the desired action from the drop-down list for the first field. Select the desired page or input from the dorp-down list for the second field. More than one action can be added. Simple click on the “+” icon to add more actions.
To remove any condition or action, click on the “Delete” icon on the right of the condition or action.
After the required conditions and actions are added, click on the “Save” button to save the new rule. Click on the “Cancel” button to abort the new rule.
If the name for the “Name” field is already in use, an error message will appear.
To edit an existing rule, click on the “Edit” icon under the Actions column corresponding the desired rule. The “Edit” page will appear.
The fields are as per in the “Add” page. Edit the rule as desired and click on the “Save” button to save the changes.
To remove a rule from the Rules tab, click on the “Delete” icon under the Actions column corresponding to the desired rule. Note that there is no message and you cannot undo this action.
After performing actions on the browser/tab, the list is reloaded to display the list of layouts. The manual “Refresh” button is available and is particularly useful if there are others making changes on the same page.
The “Refresh” button is found on the upper right corner of the page. Clicking on it reloads the list.
There is a cross-field search function for the list of layouts. It is located at the upper left corner of the page.
This provides an easy way to search through the rules. It is case-insensitive and displays rules that have the entered search value in any of the values of the fields below: