About Form Rule Groups

A form rule group is a uniquely named group of rules. You can predefine a set of rules common to a particular form section or set of form lines that can be selected and associated with a form type. For example, predefined rule groups can be used to verify that all taxpayer identification details have been filled in on a form or complete the actions required when a form is posted.

Form rule groups have an associated reference form type. Reference form types are used to determine the section and line business names that may be used by rules in this group to reference the form data. The sections and line names defined in the reference form type must be common to all form types that use this rule group.

Form rule groups are also used to define the form rules for a form type. A form type can define one or more form rule groups to be executed during certain steps in the form lifecycle (defined by a rule event). Sequence numbers are used so that multiple form rule groups executed for the same rule event are done in an appropriate order. Note that the system looks to the specific form type for the form being processed to determine which rules to execute, not the reference form type on the rule group. This means that the rules to be executed can be tailored to the different form types within a broader category of forms.