Configure Display Rules for an eForm

Video: Configure a Display Rule to Show and Hide Form Controls

Video: eForm Builder Interface

Examples

• (Example) Use Rules in a Form Control
• (Example) Configure Rules for the Parallel Approval eForm
• (Example) Configure Rules for the Sequential Approval eForm
• Advanced Examples

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Good to Know

• Rules have 2 main parts:
  • Condition - The circumstances that trigger the rule. The When section of a rule specifies the conditions. Conditions have 3 parts:
    • Fields - One or more form controls that trigger or give the context for the condition.
    • Comparer - The operator to used to compare the two input values.
    • Rule Value - The value or variable that specifies the context for the rules.
  • Action - The results that occur if the conditions for the rule are true. The Then section of a rule specifies the actions.
• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Application Explorer screen, do one of these:
   • Open an eForm.
   • Create an eForm in a Process.
2. On the eForm Builder screen, click Sections .
3. On the General tab, add your sections, and click Display Rule .

Procedure

1. On the Display Rule Builder screen, in the When field, specify what the set of conditions that invoke the rule.

   Field Name	Definition
   When	Function: Specifies when to apply the rule in your eForm. Accepted Values: All - The rule is applied when all the conditions are met. Any - The rule is applied when any one of the conditions are met. None - The rule is applied when all of the conditions are not met. Default Value: All Example: Refer to: The videos on this page

2. Drag a form control from the Fields field to the rule screen.
3. In the Comparer field, select the operator to compare the values in your rule.

   Field Name

   Definition

   Comparer

   Function: Specifies the operator to used to compare the two input values. Accepted Values: is present is blank is equal to is equal to (Ignore Case) is not equal to is not equal to (Ignore Case) is greater than is greater than or equal to is less than is lesser than or equal to contains contains (Ignore Case) not contains not contains (Ignore Case) matches regex files exist files does not exist does not contain data contains data The operators available are different for different form controls. Default Value: is present Example: Refer to: The videos on this page Limitations: The contains data option is available in these releases: AgilePoint NX OnDemand (public cloud) AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

4. In the Rule Value field, enter the value to compare, or drag a process data variable from the Process Data screen.
5. (Optional) Click Add Condition to add more than one condition.
6. (Optional) Click Add Rule to add more than one validation rule.
7. (Optional) If you want to see form controls from other sections on the eForm, deselect Show fields from current section only.