Rule Manager How To's

How to's for the Rule Manager guide.

Assign a Static Value When a Limit is Exceeded

You can automatically assign a predefined message to a field based on a numeric condition.

Steps

1. Open the Rule Manager panel.
2. Click + New Rule to create a new rule.
3. Define the condition:
   • NumberBox1 > 50
4. Add an action:
   • TextBox1.value = "Limit Exceeded"
5. Save and preview the rule on the form.

When NumberBox1 exceeds 50, the value "Limit Exceeded" will appear in TextBox1.

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Disable a Control Based on Dropdown Selection

Prevent user interaction with a control when a certain value is selected in a dropdown component.

Steps

1. Open the Rule Manager from the right-side panel or the top menu.
2. Click + New Rule to start configuring.
3. Add a Condition Block:
   • DropDown1.value == 'Inactive'
4. Add an Action:
   • TextBox1.enabled = false
5. Save the rule and test the form.

Use this approach to enforce field accessibility based on user selections.

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Show or Hide a Control Based on Checkbox Value

To dynamically control the visibility of a component using a checkbox:

Steps

1. Open the Rule Manager panel.
2. Click + New Rule to start creating a new rule.
3. Define the condition:
   • NumberBox1 == 50
4. Add an action:
   • TextBox2.visible = CheckBox1.value
5. Save the rule and run the form to test its behavior.

The TextBox2 will be shown or hidden depending on whether the CheckBox1 is checked when NumberBox1 equals 50.

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Configure Rule Execution Timing

Define when a rule should run by adjusting its execution timing setting.

Steps

1. Open the Rule Manager panel.
2. Select the rule you want to configure.
3. Scroll to the bottom of the rule editor interface.
4. Choose the appropriate timing option:
   • OnChange – triggers when a relevant field value changes
   • OnLoad – executes when the form loads
   • Manual – runs only when called from a script or event
5. Save the rule.

Use OnLoad for default behaviors and OnChange for reactive conditions.