Creating the rule(s) with conditional logic allows you to have a dynamic field, grid and even a form.

It allows you create fields or grid that behave differently based on specific rule. You set the rule and tell it what action(s) to perform using the Dynamic Display Rules when you're editing it. Then you will have a different field/grid/form based on a data subject’s selected responses.

Set up Rule. it provides multiple condition elements to use:

  • Number/input Text
  • Expression
  • Function
  • Operation Symbols

Define Action. it provides examples of different types of dynamic actions:

  • Hide or Show
  • Read Only or Editable
  • Set a colored input

Multiple Conditions and Actions. Create multiple conditions for one action or multiple actions for one field.

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Set up Rule

In the Expression Editor pop-up window, you define the condition is what triggers the rule and is made up of an element, an expression,and matching criteria/function. 

 

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You can create conditions based on:

Condition Element Description
Number/input Text Specify the value entered or selected or criteria with an Expression or Function.

Expression

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Trigger the rule based on the expression element selected.

Workflow Variables: Each variable/field in your form can be picked;

Instance Context: General elements for all forms

Static Variables: Form status and task status

Metadata & User group & Position: System-wide data for each all forms.

Function

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Trigger the rule based on the function formula selected. You can use nested formulas to set a rule condition.

String: Common-used formulas for text input variable.

Logical: iif, isNullorEmpty,not, isTrue, isFalse...

Date:DatePicker, dateAdd, DatePart, DateDiff, DateFormat,now

Mathematical:Round

Other: The formulas to get system's data or properties. E.g.  Lookup a data list, get a user's attributes. 

Operation Symbols

Use the operation symbols to complete a condition. E.g. plus(+), minus(-), equal(=), greater than (>) and etc. 

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Define Actions

The action will occur when the specified rule is true. You can specify the following actions:

Action Description
Hide

Hide a field/grid from the form when the rule is true. 

(Note that you may also choose to collapse the space on the form when you hide grid.)

Display it on the form when the rule is not true.

Show

Display a field/grid on the form when the rule is true. 

Hide it form the form when the rule is not true.

Read Only

Specify that a field should not accept data when the rule is true.

Become editable when the rule is not true.

Editable

Specify that a field should become editable when the rule is true.

Accept data when the rule is not true.

Set Background

Specify a field to have a color background when the rule is true.

It includes: Red, Yellow, Blue and Black.mceclip5.png

Set Border color

Specify a field with a border color when the rule is true.

It includes: Red, Yellow, Blue and Black.

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Set Font color  

Specify a field with a font color when the rule is true.

It includes: Red, Yellow, Blue and Black.

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Multiple Conditions and Actions

Each field/grid action has an inverse statement that tells Yeeflow what to do when a rule's conditions aren't met. When you create or select a rule, you can see this inverse in this field/grid below just action. 

For one field or grid,  you can create multiple conditions in a rule.

To work correctly, when two or more rules Show or Hide (Editable/Read Only) the same field/grid, you should combine them into one rule, using the Multiple Conditions.

When you choose multiple conditions, you need specify whether all or only some of the conditions must be met to trigger the action.

E.g.  When field_1 is equal to ABC  or  field_2 is greater than 5. Show the Grid 5

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You will see its results as:

Any condition is met to show Grid 5.

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No condition is met to hide Grid 5

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For one field, you can create multiple actions to run any or some actions when its rule is true.

You can add multiple actions for a Field only. There is only Show or Hide action for a Grid

In this case, Yeeflow will execute these actions when any one or some rule(s) is met.  

For example:

Action 1: When field_1 is equal to ABC , Show the field_5;  and

Action 2: When  field_2 is greater than 5,  Read Only the field_5;  and

Action 3: When field 3 is not equal to XY, Set Background the field_5 in Yellow.

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You will see its combined results when any action is met or not. 

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Please note: You should NOT have multiple and opposite actions to a field. In that case, you will get the result if any one is triggered or unknown action at some circumstances. 

For example:

Action 1: When field_1 is equal to ABC , Show the field_5;  and

Action 2: When  field_2 is greater than 5,  Hide the field_5.

 

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