Configure Display Rules for an eForm

To configure display rules for an eForm, do the procedure in this topic.

Figure: Display Rule Builder screen

Display Rule Builder screen

Video: eForm Builder Interface

Examples

  • (Example) Use Rules in a Form Control
  • 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. 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

Procedure

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

    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:
  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 NameDefinition

    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:
  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 Add Condition icon 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.