Welcome > Form Designer module > Add actions to a form or control > Add actions > Add a Business Rule action

Add a Business Rule action

You can add a Business Rule action to a form control such as button, text box, check box, or drop-down list. At runtime, the Business Rule action is invoked once the user clicks the configured control.

Note the following:

  • Create the Business Rule action only for forms with defined business rules. See Create business rules.

  • 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.

Example

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.
  2. On the Actions page, click Add Generic Add.
  3. On the Type list, select Business Rule.
  4. Enter a Name and Description for the action.
  5. Optionally, configure a unique action for each language separately. See Configure multilingual actions for a form or control for more information.
  6. To select a business rule to invoke upon clicking the control, consume the required business rule in the Business Rule box.

    The description of the selected business rule appears in the Description box.

  7. To map the inputs and outputs of the rule, use dynamic or static values.
  8. Click OK.

    The newly created action is added to the table.

  9. Associate the action with the control to trigger this action. To call the Business Rule action upon form load, associate the action with the form. See Associate an action with a form or control.

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