Starting with Rules


Creating your First Rule

Reports are entities that collect, filter, organize and display data in different formats, such as a table, matrix, summary, or chart. Reportable data can be sourced from the system itself, flows, folders or integrated systems, and filtered according to the sources’ contents.

Creating your First Truth Table

Truth tables are rules that compare the possible combinations of multiple inputs, allowing the user to arrive at different outcomes depending on the specific combination. A truth table can output a piece...

About Rules

Overview A Rule evaluates input data to determine whether the data matches certain conditions. The rule returns an outcome, choosing a path or returning data to a Flow, Form, or a Report. You can set...

Undelete an Entity

Overview This tutorial demonstrated how to Undelete when an Entity has been deleted. The video below shows a quick example of how this task is carried out. This is the same process for any deleted item...

About Action Visibility Rules

OVERVIEW The Action Visibility Rule filters out Actions that are created in a Configuration Folder or are by default a part of the action menu. The designer has the ability to create and hide custom and...