Rules help you gather the correct information from users
and organize your information after data is entered in a form. You
can create composite rules that govern how your form, and the data
in your form behaves.
With the Rules feature, you can create a dynamic user experience
that ensures accurate data capture, and enforcement of business rules.
Rules allow you to guide the user through the form by hiding questions,
or pages, that are not relevant. Rules also allow you to enforce your
business validation rules within the form to ensure that data is valid
before the form is submitted. The following steps describe how to
set rules that require users to enter more information depending on
how the first question is answered.
Rules can be set for the following conditions:
- Show or Hide
- You can set data entry items, buttons, and containers to be hidden,
or visible.
- Enable or Disable
- You can set buttons and data entry items as enabled or disabled.
- Valid or Not Valid
- In a data entry item, such as a Single Line Entry field,
you can set conditions on what type of information is acceptable.
For example, in a timesheet application, you can set a rule that the
check-out time cannot occur before a check in time.
- Required or Not required
- You can choose whether you want data entry items to be mandatory,
or optional.
Additional general information on Rules:
- You can add multiple Boolean operators, such as AND, and OR, for
each rule. However, you cannot mix the two conditions in a rule.
- You can name and rename rules. It is useful to give each rule
a unique and descriptive name. If you have several rules with similar
operations, a descriptive name lets you quickly find the specific
rule without having to open each one to view the details.
- You can search rules based on form item.
- To set a new rule, use the Edit rules icon
in each form item. You can also create rules for pages and buttons.
You can use the icon to open a rule and edit it.
- After a rule is set, a checkmark appears on the Rule icon for
the form item, as well as any form item involved in the rule. This
makes it easy to see which form items are used in rules.
HCL Leap
warns you if you attempt to delete a form
item that is used in a rule. If you agree, you delete the rule. If
you duplicate a field, the rule is duplicated with it.
Note: When you set rules for Number or Currency form items, you
must set the default value of the form item to zero in the Edit
Properties window. In the Edit Properties window,
click the Advanced tab and set the minimum
value to zero. If the Number or Currency form item is blank, it does
not default to zero, and any rule you set does not work properly.