Configure Rules for a Form Control

To configure rules for a form control, do the procedure in this topic.

Figure: Form Control Rule Builder screen

Form Control Rule Builder screen

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Video: eForms with SharePoint - Part 3

Video: Form Designer Overview

Video: eForm Builder Interface

Examples

Good to Know

How to Start

  1. Open eForm Builder.

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


    Eform Builder screen
  2. Drag a form control onto your eForm.

    Check Box form control
  3. On the eForm Builder screen, put your mouse on your form control.

    Click Form Control
  4. Click Rules.

    Click Rules icon

Procedure

  1. On the Rule Builder screen, select when the rule applies in the form.
    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:
  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:
    Limitations:

    The contains data option is available in these releases:

  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. Drag an action from the Actions list to the Then field.
  7. (Optional) To copy the rule from another form control, click Copy Rules.
    Field Name Definition

    Copy Rules

    Function:
    Copies the rules.
  8. Select a form control where you want to apply the specified action, or run a JavaScript method.
  9. Complete these fields as necessary.
    Field Name Definition

    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]
  10. (Optional) Complete these fields as necessary.
    Field Name Definition

    Execute Rules Independently

    Function:
    Specifies whether the rule execution evaluates each condition in the list and executes for all the satisfied conditions if you have more than one condition in your rule.
    Accepted Values:
    • Selected - If you have more than one condition in your rule, the rule execution evaluates each condition in the list and executes the rule for all the satisfied conditions.

      This setting does not support the auto undo feature in the Rule Builder. Instead, you must enter Else conditions manually for the rule.

    • Deselected - If you have more than one condition in your rule, the rule execution evaluates each condition in the list until it finds the first condition that is true. Once it finds the true condition, the rule execution stops.

      It setting supports the auto undo feature. With auto undo, it is not necessary to create an Else conditions for the rule.

    Default Value:
    Deselected

    Execute Rules On Form Load Also

    Function:
    Specifies whether to run the rule when the eForm loads and the form control value changes.
    Accepted Values:
    • Selected - The rule runs when the eForm loads and the form control value changes.
    • Deselected - The rule runs when the form control value changes.
    Default Value:
    Deselected