Business rule action

Use the Business rule action to a form control such as button, text box, check box, or dropdown list.

At runtime, the Business rule action is invoked once the user clicks the configured control.

  • Create the Business rule action only for forms with defined business rules. See Create a business rule.
  • Business rules are like conditional branches in a process map. However, they differ from conditional branches in that business rules are created at the global level and the same business rules can be used across different processes without having to model them again.


Define a CreditCheck business rule as:

  • If the loan amount is less than or equal to $15,000, the loan application does NOT need any approval.

  • If the loan amount is greater than $15,000 or up to $35,000, it must be approved by the Bank Approvals Officer.

  • Else if the loan amount is greater than $35,000, it must be approved by the Bank Manager.

Apply this business rule to the Submit button on a Loan Request Application form.

When the user clicks the Submit button after filling in the loan details, the form is redirected to the relevant authorities based on the loan amount requested.

  1. On the form modeling bar, click Actions and click New.
    The New action dialog box is displayed.
  2. On the Type list, select Business rule.
  3. Change the default Name (BusinessRule1) to something meaningful.
  4. Optional. Enter a Description for the action.
  5. Optional. Select Multilingual to configure a unique action for each language separately. See Configure multilingual actions.
  6. On the Business rule list, select a business rule to invoke upon clicking the control.
  7. Map the Rule input using dynamic or static values and Rule output using dynamic value.
  8. Click Add.

    The newly created action appears on the Actions list.

  9. Associate the action with the control to trigger this action. See Configure actions for form control events. Alternatively to call this action for a form event, associate the action with the form. See Associate an action with a form.

    At runtime, when this action is triggered, the branching conditions are auto-generated based on the possible outcomes of the rule.