Create a Rule for Forms

Use a form rule to override properties for fields in a dynamic form, assuming that certain conditions are met at runtime.

To create a form rule:

1. Open the Business Rules tab in the Layout.

   If you are in the Page Designer, you can select the dynamic form on the page, and then click Go to Rule Set in the Properties pane to open the Rule Sets tab, then open the Business Rules tab.

2. In the business rules editor, click next to Form Rules to open the Create Business Rule dialog box.
   
   

   
   Description of the illustration metadata-visapp-formrule-create.png

   
   

   Rather than starting from scratch, you can duplicate an existing collection rule and use it as the basis for a new rule. To do this, right-click the rule, and then click Duplicate.

3. Select Regular in the dialog box.
   You can choose If/else or Switch in the dialog box to add conditions to when rules are evaluated. See Add an If/Else Rule and Add a Switch Rule
4. Enter a label, id, and description for the rule.
   The id is generated automatically based on the label you enter, but you can modify the id if you wish. The description field is not required, but it can be helpful when you later try to understand what a rule is doing, especially when there are many rules.
5. Click Create

   Your new rule is added to the top of the list of built-in rules under Form Rules.

6. Create the rule's condition.
   See Set Conditions for a Rule.
7. Specify the overrides for the field properties.
   See Override Field Properties in a Form.

To delete a rule, right-click the rule in the list to open the popup menu, and then click Delete.

Rules are evaluated in order, from bottom to top. As you create more rules, make sure you position each one in the order you want them evaluated, using the grab handles (six dots) beside the rules to drag-and-drop them to new positions. You can find out more about how rules are evaluated in Understand What Will Be Shown at Runtime.

If you decide you don’t want to include a rule in the evaluation order, select the rule, then use the Active toggle switch in the upper right corner to deactivate it. (You can also right-click a rule and deactivate and activate it in the popup menu.) This enables you to still keep the rule so you can re-activate it later. You can tell at a glance if a rule is inactive because a little badge appears next to it, like this:

Description of the illustration inactiverule-app.png

Inactive rules are not included in the rule evaluation process.

Note:

You can deactivate all the rules at once by clicking the three dots next to the Built-in Rules heading, then clicking Deactivate All. This can be useful when debugging a page, allowing you to see the page with no rules applied. Use Activate All to reinstate all the rules at once, or use the Active toggle to selectively activate them as you work through your debugging process.