This section describes how to add and manage rules for form fields using the provided interface. Rules allow you to create conditional logic for the behavior of form fields.
Steps to Add Rules
1. Navigate to the Rules Section
- In the form designer, select the "RULES" tab from the top menu.
- Click "Create New Rule" to start adding a rule.
2. Configure Rule Details
- Rule Name: Enter a descriptive name for the rule (e.g., "Field Visibility Rule").
- Rule Status: Select the rule's status. Options:
- Enabled: The rule is active.
- Disabled: The rule is inactive and will not execute.
3. Define the IF Condition
The IF condition specifies the criteria that trigger the rule.
- Select Field: Choose the field on which the condition is based.
- Value: Enter the value that will be evaluated.
- Operator: Select the comparison operator (e.g., Equals, Not Equals, Greater Than).
- Gate: Optional—select a gate if the condition involves multiple criteria (e.g., AND/OR logic).
Use the "+" and "-" buttons to add or remove additional conditions.
4. Define the THEN Action
The THEN action specifies what happens when the IF condition is met.
- Select Status: Define the action status, such as enabling or disabling a field.
- Result Field: Select the field(s) affected by the action.
5. Add Additional Conditions
- Click "+ Add New Condition" to include more IF-THEN logic for complex rules.
- Use the "+" and "-" buttons to manage the conditions and actions.
6. Save the Rule
- Save: Click this button to save the rule.
- Reset: Clears the current configuration for the rule.
- Delete: Removes the rule.
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