Creating your First RuleLast Updated: 10/02/2018 Introduced in Version: 2.0
A Rule evaluates input data to determine whether the data matches certain conditions. The rule returns the outcome, then it can pass this information to a flow, form, or a report. This outcome may direct which path a flow follows, determine which controls display on a form, or how certain values in a report are formatted.
Rules are built in the Rule Designer. Navigate to a Designer Folder, click the Create Rule button, and select Create Rule.
In the example, create a simple conditional rule that evaluates the account properties Username and Age. If the Username is not null, and Age is greater than 25, the rule will return true. Otherwise the rule returns false. The example assumes a Designer Folder already exists.
Name the rule and click CREATE to open it in the Rule Designer.
Next, define the input data type for the rule. The rule will accept two types of data: Username (string) and Age (integer).
First, build the Username input type.
In the Start Rule window, in the Rule Input Data section, click the Add New button.
In the resulting popup, enter a name for the Username input, then click the Type selector. Select String.
Now that we’ve defined our rule’s input data, it’s time to build the rule. In the Start Rule window click Add New Rule Step button.
Expand the Text Rules category, select Is Empty and click the Not checkbox. This condition says that the username is not empty. Click Done.
Since this comparison requires another value, choose Constant from the Mapping type drop-down list, and enter 25 in the Value field. Click Done.