Rules

Rules let you set up what happens when someone selects a particular option or clicks a button. For example, you can set up a submit button that sends the submitter a confirmation email and sends the form request through a workflow approval process. You can add as many events as needed.  

Rule Type

Description

Alert: Show Message

Shows a popup window with text you enter when the condition is met. For example, when the user clicks a submit button and a notification message appears letting them know their vote for the homecoming court has been submitted.

Email: Send

Sends an email based on an email template you can set up. This action can be triggered when the form has been saved or submitted.

Email: Cancel

Clears the flag indicating an email should be sent if the condition is met, effectively cancelling the previously queued email.

Form: Submit

Submits the form putting it in a “Submitted” status.

*Save functions automatically execute before Submit functions when using the Submit event. There is no need to include both Save and Submit actions within the same conditional block.

Form: Save

Saves the forms putting it in an “Active” status.

Form: Print

Sends the current page to the printer.

Form: Quit

Closes the current form and signs out the currently logged in temporary user if applicable. This does not log out a user authenticated into the campus portal.

Grid: Add

Adds the amounts from all source questions to their respective grid. Requires the same question have the “Add Button” Grid Function.

Group: Show

Shows all questions on the form with the specified Group Name.

Group: Hide

Hides all questions on the form with the specified Group Name.

Group: Toggle

If the questions with the specified group name are visible, this action will hide them. If they are hidden, this action will show them.

Group: Make Required

Applies the required asterisk to the specified question group and prevents the form from being submitted until the answers are provided.

Group: Make Not Required

Removes the required asterisk and makes the question optional.

Group: Clear

Clears values from all questions with the specified Group Name.

Payment: Use Profile

Indicates which profile should be used to process the payment submitted with this form. This is required to accept form payments.

Payment: Clear Profile

Clears the flag indicating a profile should be used if the condition is met, effectively cancelling the previously queued payment.

Payment: Override Balance

Sets a static value for the final balance and ignores any other calculated balances for the form payment.

Tab: Change

Causes the specified tab to be displayed if the tab is in a visible state.

Tab: Show

Makes the specified tab visible, but not necessarily active.

Tab: Hide

Hides the specified tab.

Tab: Update Progress

Evaluates requirements on the specified tab. If all the required questions have valid responses, a checkmark appears on the tab. If not, the checkmark is removed.

Workflow: Use Track

Indicates the Workflow track the form should be submitted to for review.

Rules Example

Add a Rule to a Question

1.         Log in to the campus portal as an administrator and access EX FormFlow - Forms.

2.         Click Manage Forms. The Manage Forms page appears.

3.         Click on the form you are working with.

4.         Right-click on your form question and select Properties. The Edit Item window appears.

5.         Click Rules. The Rules tab appears.

6.         Click Add Step. A new row appears.

7.         Use the drop-downs and fields to define what actions you want to occur when the form user is working with a particular question. You can add as many steps as needed.

8.         Click Save.