Question/Field Rules

Rules

Rules let you set up what happens when someone selects a particular option or clicks a button. For example, you can set up a submit button that sends the submitter a confirmation email and sends the form request through a workflow approval process. You can add as many events as needed.

Rule Type	Description
Alert: Show Message	Shows a popup window with text you enter when the condition is met. For example, when the user clicks a submit button and a notification message appears letting them know their vote for the homecoming court has been submitted.
Email: Send	Sends an email based on an email template you can set up. This action can be triggered when the form has been saved or submitted.
Email: Cancel	Clears the flag indicating an email should be sent if the condition is met, effectively cancelling the previously queued email.
Form: Submit	Submits the form putting it in a “Submitted” status. *Save functions automatically execute before Submit functions when using the Submit event. There is no need to include both Save and Submit actions within the same conditional block.
Form: Save	Saves the forms putting it in an “Active” status.
Form: Print	Sends the current page to the printer.
Form: Quit	Closes the current form and signs out the currently logged in temporary user if applicable. This does not log out a user authenticated into JICS.
Grid: Add	Adds the amounts from all source questions to their respective grid. Requires the same question have the “Add Button” Grid Function.
Group: Show	Shows all questions on the form with the specified Group Name.
Group: Hide	Hides all questions on the form with the specified Group Name.
Group: Toggle	If the questions with the specified group name are visible, this action will hide them. If they are hidden, this action will show them.
Group: Make Required	Applies the required asterisk to the specified question group and prevents the form from being submitted until the answers are provided.
Group: Make Not Required	Removes the required asterisk and makes the question optional.
Group: Clear	Clears values from all questions with the specified Group Name.
Payment: Use Profile	Indicates which profile should be used to process the payment submitted with this form. This is required to accept form payments.
Payment: Clear Profile	Clears the flag indicating a profile should be used if the condition is met, effectively cancelling the previously queued payment.
Payment: Override Balance	Sets a static value for the final balance and ignores any other calculated balances for the form payment.
Tab: Change	Causes the specified tab to be displayed if the tab is in a visible state.
Tab: Show	Makes the specified tab visible, but not necessarily active.
Tab: Hide	Hides the specified tab.
Tab: Update Progress	Evaluates requirements on the specified tab. If all the required questions have valid responses, a checkmark appears on the tab. If not, the checkmark is removed.
Workflow: Use Track	Indicates the Workflow track the form should be submitted to for review.

Rules Example

Add a Rule to a Question

1. Log in to JICS as an Administrator and access EX FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. Click on the form you are working with.

4. Right-click on your form question and select Properties. The Edit Item window appears.

5. Click Rules. The Rules tab appears.

6. Click Add Step. A new row appears.

7. Use the drop-downs and fields to define what actions you want to occur when the form user is working with a particular question. You can add as many steps as needed.

8. Click Save.