Display Rule Builder screen

Lets you configure display rules for an eForm. You can put one statement inside another statement to create complex logical expressions.

Figure: Display Rule Builder screen

Display Rule Builder screen

Video: eForm Builder Interface

Examples

  • (Example) Use Rules in a Form Control
  • Advanced Examples

    For more advanced or complex examples or specific information about how to solve a specific business problem or use case, AgilePoint recommends the following resources:

    • AgilePoint Community Forums - A free, AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Video Portal - Video walkthroughs for a range of simple and advanced tasks in AgilePoint NX.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.

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.

How to Start

  1. Open eForm Builder.

    For information about how to open this screen, refer to eForm Builder screen.


    Eform Builder screen
  2. On the eForm Builder screen, click Sections.

    Click Form Sections
  3. On the General tab, add your sections, and click Display Rule.

    Click Display Rule

Fields

Field NameDefinition

Add Rule

Function:
Lets you to add more than one rule.
Example:
Refer to:

Show fields from current section only
Function:
Specifies whether to show only the form controls that are used in the form section you are configuring.
Accepted Values:
  • Selected - Shows only the fields in the current eForm section.
  • Deselected - Shows the all the fields from all sections of the eForm.
Default Value:
Selected

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
Example:
Refer to:

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:

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
  • starts with
  • ends with

The operators available are different for different form controls.

Default Value:
is present
Example:
Refer to:
Limitations:

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.
Example:
Refer to:

Delete Delete icon

Function:
Deletes the condition.
Example:
Refer to: