Rule Builder screen (Form Control Configuration)

Lets you configure rules for your form control. You can put one statement inside another statement to create complex logical expressions.

Figure: Rule Builder Form Control Configuration screen

Rule Builder Form Control Configuration screen

Video: Form Designer Overview

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.

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

Fields

Field NameDefinition

Add Rule

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

Copy Rules

Function:
Copies the rules.

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

Select Form Control

Function:
Specifies the form control from which to copy the rule.

When you copy a rule, it replaces the previous rule if any for that form control.

To Open this Field:
  1. On the Rule Builder screen, click Copy Rules.
Accepted Values:
A form control from the list.
Default Value:
None

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:

Then
Function:
Specifies action to take when the rule conditionis met.
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.
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]

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

Execute Rules When A Subform Record Is Created
Function:
Specifies whether to run the configured rules when a runtime app user creates a record in a subform.
Accepted Values:
  • Selected - The configured rules run when the runtime app user creates a record in a subform.
  • Deselected - Creates a record in a subform with no rules configured.

    This is the correct option if the app designer wants to run the configured rules only when the subform first loads at runtime, and when the runtime app user creates a new record in the subform.

Default Value:
Selected
Limitations:

This field is available in these releases: