Creating Dynamic Forms Rules
Rules are created on the Dynamic Forms configuration page which can be accessed through the Dynamic Forms solution. Navigate to the configuration page through Settings → Solutions → Dynamic Forms.
Double click the solution to open it and you will be presented with the Configuration page.
From the configuration page, Dynamic Form rules can be created based on entity. You can specify the conditions that must be met for the defined action to take place.
Steps to Creating a Rule
To create a Dynamic Form rule, select the entity that the rule will apply to.
Click the “Add Rule” button in the top right corner of the page.
Within the rule definition bar, you are able to give each rule a descriptive title so that additional users who have access to Dynamic Forms can understand what is being accomplished.
This is also where you will define the conditional statement and the resulting action.
- Hover over the rule definition bar, an ‘Add Condition’ button will appear along with an ‘Add Action’ button.
- Click on the ‘Add Condition’ button.
- Click on ‘Select’ for a dropdown of options that will be the first piece of the conditional statement.
- As you make selections from the dropdown additional ‘Select’ buttons will appear until the conditional statement is complete.
- Use the select buttons to form the resulting action, the same way you created the conditional statement.
- Click the ‘Save’ button located above the ‘Add Rule’ button.
- Activate the rule by clicking ‘Publish’.
Rules can vary in complexity. You can add multiple condition statements as well as multiple action statements. Hover over the rule definition bar and click ‘Add Condition’ or ‘Add Action’ to create a more robust Dynamic Form rule.
Example of multiple conditions:
Once you understand how to create a rule the possibilities are endless. The Dynamic Forms solution is made up of multiple layers. You will have the ability to create rules based on:
- The client that the user is in or whether they are online or offline.
- If a field value matches the defined criteria.
- If a field on a related entity matches the defined criteria.
- How a user is interacting with a form.
- What form the user is interacting with.
- A user’s security role.
After choosing an option from the first ‘Select’ dropdown, you will be prompted with another ‘Select’ dropdown that contains a list of operators; the list of operators will differ based on your first selection.
List of the available operators grouped by first level selections.
Once the conditional statement has been created you have to set the action. Below are the available components and operators that can be combined to create the action.
* When using the Set Format To operator to format phone numbers use the pound sign (#) in the free form field. E.g. ###-###-####
The trial version of Dynamic Forms, while fully functional, allows a maximum of 10 rules. If you attempt to create more than 10 rules, between any combinations of entities, you will see the following message.
Navigation and Other Dynamic Forms Features
Filter the list of entities
You can filter the list of entities, located on the left hand side of the configuration page, by Native Entities, Custom Entities, and Entities with DF rules. This will help you locate the entity that you want to work with.
You can copy a rule by hovering over the rule you’d like to duplicate and clicking the copy button in the right hand corner. This feature is especially helpful when you’ve written a complex rule and need to apply the same conditions to a different set of actions or repeat the action with different set of conditions.
Rules can easily be deleted by hovering over the rule and clicking the trashcan icon in the right hand corner.
If you don’t want to delete the entire rule but you would like to remove one of the conditional statements or actions, you can do so by hovering over the condition/action and clicking the ‘X’ button on the right.
DF Rules are applied in the order that they are listed so it’s important to pay attention to the sequence. The good news is, re-ordering rules is as simple as a drag and drop.