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Rule Manager

Learn how to create dynamic logic in forms and flows using the Rule Manager in Synergy IDE. This document explains Condition and Then blocks, execution timing, and rule behavior with examples.

Overview​

The Rule Manager allows users to define dynamic behaviors in forms or flows using conditional logic. These rules help you manage visibility, value assignment, enable/disable states, and more based on user input or system triggers.

Each rule is structured in two parts:

  • Condition: Defines when the rule should be triggered.
  • Then: Defines what should happen if the condition is met.

Additional logical branching is possible using AND, OR, and ELSE blocks.

Accessing the Rule Manager​

To access the Rule Manager:

  1. Go to the top menu and click View.
  2. Select Rule Manager.

If no rules exist, a message is shown to help you create a new one.

Creating a New Rule​

Click the + New Rule button to open the rule design screen.

A rule consists of:

  • One or more Condition blocks (IF, AND, OR, ELSE)
  • One or more Then actions
  • Optionally, Else actions
  • Rule execution timing (OnChange, OnLoad, or Manual)
  • A custom name and description (recommended)

Condition Block​

The Condition block defines logical criteria that must be met for the rule to activate.

Condition Types​

  • IF: Main condition
  • AND: Adds strict condition
  • OR: Adds alternative paths
  • ELSE: Executes when other conditions are not met

Supported Components​

ComponentPropertyExample Condition
TextBox.valueTextBox1.value == 'Admin'
NumberBox.valueNumberBox1.value > 100
CheckBox.valueCheckBox1.value == true
ComboBox.valueComboBox1.value != 'Active'
DatePicker.valueDatePicker1.value < Today()

Then Block​

The Then block defines the actions that will be executed when the conditions are satisfied.

Supported Action Types​

Action TypeDescription
Assign ValueSet a value to a component (e.g., TextBox.value)
Show / Hide ComponentToggle the visibility of UI elements
Enable / DisableMake inputs interactive or inactive
Clear FieldRemove existing data from input
Trigger ValidationForce a validation check
Show MessageDisplay an info message
Validation ErrorBlock submission and show error

Action Examples​

Example​

IF CheckBox1.value == true
THEN

  • TextBox1.visible = true
  • TextBox1.value = "Checked"
  • NumberBox1.disabled = false

Use + Add Action to add multiple actions to the same Then block.

ELSE Block​

The ELSE block is used to define fallback actions when the IF condition is not satisfied.

Example with ELSE​

IF NumberBox1.value > 100
THEN

  • TextBox2.value = "Limit Exceeded"

ELSE

  • TextBox2.value = ""

This ensures robust logic even for empty or invalid inputs.

Execution Timing​

Rules can be executed based on different events. You can choose the timing at the bottom of the rule editor.

Available Timing Options​

Timing TypeDescription
OnChangeExecutes when the input value changes
OnLoadExecutes when the form is opened
ManualExecutes via script or system event

Nested Logic Example​

You can chain multiple conditions and actions using nested logic:

IF ComboBox1.value == "Manager"
AND CheckBox1.value == true
THEN

  • TextBox1.visible = true
  • NumberBox1.disabled = false

ELSE

  • TextBox1.visible = false

Visual Example​

IF NumberBox1.value > 50
THEN

  • TextBox1.visible = true
  • TextBox1.value = "Limit Exceeded"

ELSE

  • TextBox1.visible = false

This behavior is configured using the visual Rule Editor.

Best Practices​

Use descriptive rule names (e.g., Show Approval Button for Manager)
Use ELSE blocks for fail-safe behavior
Avoid circular logic where the same field is both trigger and target
Group related conditions to improve readability

Example 1: Show/Hide with CheckBox​

IF NumberBox1.value == 50
THEN

  • TextBox2.visible = CheckBox1.value

Use case: Show or hide a field based on checkbox state.

Example 2: Assign Static Value on Condition​

IF NumberBox1.value > 100
THEN

  • TextBox2.value = "Limit Exceeded"

ELSE

  • TextBox2.value = ""

Use case: Show a message based on threshold values.

FAQs​

How To's​