Creating a New Rule: Defining the Details

Creating a New Rule

To begin creating a rule, navigate to the Administration > RULES tab and click the + NEW RULE button. This will open the Rule Editor, where you will configure the rule's behaviour. Before the editor opens, you will be presented with a selector box that let's you choose the source form upon which the rule will be based. The rule will be executed based on all source records associated with this form, based on the triggers and conditions set (see next pages).

The first step in the editor is to define the rule's Details. This section establishes the fundamental purpose of the rule, such as whether it will create a new record or update an existing one.

Configuring Rule Details

The options you choose in the Details section will dynamically change the other configuration fields that are required.

1. Rule Name: Give your rule a clear and descriptive name.
2. Select Rule Type: Check one of the boxes to define the primary goal of your rule.

Rule Types

• Create a new record: This rule will create a brand new, un-linked record. You must use the Target Module Form dropdown to specify the form for the new record.
• Update an existing record: This rule will modify a specific, pre-existing record. You must click SELECT to find and choose the static Target Record to be updated.
• Update current record: This rule will modify the same record that triggered it. No extra targeting fields are needed as it will be a record corresponding to the source form already selected.
• Update parent records: This rule updates the record from which the triggering record was linked (its "parent"). This relies on an existing RECORDLINK relationship.
• Create child records: This rule creates a new record and links it to the triggering record (as a "child"). You must select the Target Record Link Field from the triggering form that will contain the link to the newly created child record.
• Update child records: This rule updates existing records that are linked as "children" to the triggering record. You must select the Target Record Link Field to identify which group of linked records to modify.

After configuring the details, you can proceed to configure the rule's trigger, conditions, and actions using the buttons at the bottom of the editor.