The Rule Engine empowers you to automate form behaviors, ensuring dynamic responses to user inputs. Define rules to control field visibility, requirements, and values when users create or edit records.
Accessing the Rule Engine
To begin creating rules:
Open your form in Studio
Navigate to Design > Rule Engine
Setting Up Rules
Trigger Events
Specify when rules should execute:
Create - Applies only when new records are created
Edit - Applies only when existing records are modified
Create & Edit - Applies in both scenarios
Rule Conditions
Determine how rules are applied:
Always - Executes the rule unconditionally
On Condition - Activates only when specified criteria are met
Available Actions
Choose from these rule actions:
Field Visibility
Show hidden fields when conditions are met
Hide fields based on user input
Field Accessibility
Enable fields to make them editable
Disable fields to make them read-only
Field Requirements
Mark fields as mandatory based on conditions
Field Values
Automatically populate field values
Selecting Target Fields
Specify which form fields will be affected by each rule.
Creating Conditional Rules
For conditional rules:
Select the field that will trigger the condition
Define the trigger value (e.g., "Country equals US")
Choose the action to execute when the condition is met
Select the target field(s) for the action
Best Practices
Multiple Rules
Create separate rules for different conditions
Rules execute in the order they are listed
Testing
Always test rules in preview mode before publishing
Verify both the triggering conditions and resulting actions
Organization
Name rules clearly to indicate their purpose
Group related rules together for easier management
Example Use Cases
Dynamic Field Display
Show "State" field only when "Country" is set to "US"
Automatic Calculations
Set "Tax Rate" field value when "Product Type" is selected
Conditional Requirements
Make "Emergency Contact" required when "High Risk" is checked