Rule Builder screen (eForm Configuration)

Lets you configure rules that specify the behavior of your eForm and it's form controls. You can put one statement inside another statement to create complex logical expressions.



Video: eForms with SharePoint - Part 3

How to Start

  1. On the Application Explorer screen, do one of these:
  2. On the eForm Builder screen, click Rules Rules icon > Rule Builder Rule Builder icon.

Fields

Field Name Definition

Form Event

Function:
Specifies when the rules run in the eForm.
Accepted Values:
  • Load - The rules run when the eForm is loaded.
  • Before Submit - The rules run before the eForm is submitted.
  • Validation On Submit - The rules run when the eForm is submitted.
  • After Submit - The rules run after the eForm is submitted.
Default Value:
Load

Add Rule

Function:
Lets you to add more than one rule.

Fields

Function:
Specifies a list of form controls used in your eForm.
Accepted Values:
A list of all the form controls on your eForm.
Default Value:
None

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

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

The operators available are different for different form controls.

Default Value:
is present

Rule Value

Function:
The value for the data variable.
To Open this Field:
In Comparer field, select one of these:
  • contains
  • not contains
  • is equal to
  • is not equal to
  • is greater than
  • is greater than or equal to
  • is less than
  • is less than or equal to
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes

Add Condition Add Condition icon

Function:
Lets you to add more than one condition.

Delete Delete icon

Function:
Deletes the condition.

Then

Function:
Specifies action to take when the rule conditionis met.
To Open this Field:
In Form Event field, do one of these .
  • Select Load.
  • Select Before Submit.
Accepted Values:
  • Hide Control
  • Show Control
  • Execute Script
  • Execute Method
  • Set Minimum Date
  • Set Maximum Date
  • Show Message
  • Set Field Value
  • Enable Control
  • Disable Control
  • Set as Mandatory
  • Set as Not Mandatory
  • Trigger Auto Lookup
Default Value:
None

Actions

Function:
Specifies the action when the rule condition is met.
To Open this Field:
In Form Event field, do one of these .
  • Select Load.
  • Select Before Submit.
Accepted Values:
  • Hide Control
  • Show Control
  • Execute Script
  • Execute Method
  • Set Minimum Date
  • Set Maximum Date
  • Show Message
  • Set Field Value
  • Enable Control
  • Disable Control
  • Set as Mandatory
  • Set as Not Mandatory
  • Trigger Auto Lookup
Default Value:
None

Javascript Method

Function:
Specifies the JavaScript method to execute if the rule condition is met.
To Open this Field:
Drag and drop the Execute Method action.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
No

Parameter

Function:
Specifies the parameter of the selected JavaScript method.
To Open this Field:
  1. In the Then field, drag the Execute Method action.
  2. In the Fields list, select a JavaScript method.
Accepted Values:
A valid parameter for the JavaScript function.
Default Value:
The parameter of the JavaScript function which is selected.
Example:
destTextbox, triggerControl, trigger

Field Path

Function:
Specifies the path of the form control nested in a repeatable subform in your eForm to do the action when the rule condition is met.
To Open this Field:
  1. In the Then field, drag one of these actions:
    • Hide Control
    • Show Control
    • Set Minimum Date
    • Set Maximum Date
    • Set Field Value
    • Enable Control
    • Disable Control
    • Set as Mandatory
    • Set as Not Mandatory
  2. In the Fields list, select a Subform form control on your eform.
Accepted Values:
A valid path to a form control in a repeatable subform.
A path ends with one of these:
  • :[this] - Does the action on a particular form control.
  • :[*] - Does the action on all form controls in a repeatable subform.
  • :[Number separated by ;] - Does the action on the specified form controls within a repeatable subform.
Default Value:
The field path of the subform selected.
Example:
  • sbfrm_saveComments/cmnt_SaveComments:[this]
  • sbfrm_saveComments/cmnt_SaveComments:[*]
  • sbfrm_saveComments/cmnt_SaveComments:[1;3]

Conditions Failure Message

Function:
Specifies the message to show if the rule condition is not met during validation.
To Open this Field:
In Form Event field, select Validation On Submit.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Redirect URL

Function:
Specifies the URL to send the form user when the eForm is submitted.
To Open this Field:
In Form Event field, select After Submit.
Accepted Values:
Default Value:
None
Accepts Process Data Variables:
Yes