Manage rules for form controls
This topic describes how to add, edit, and delete rules for form controls as well as change the order of rule execution.
Rules can be used to change how specific controls behave in the form based on defined conditions. Rules are executed in the order they appear in the Rules pane. If a control has more than one rule applied to it, the rules will execute in the order set in the Rules pane.
Note: When building a condition or other formula for a control within a repeating section (an instance of the control Repeating Section control), keep in mind the possibility of multiple rows. For example, use an average or other aggregate formula instead of an equivalent, or include the function currentRowNumber in the formula. Conditions and other formulas that reference a control in a repeating section without following these best practices may not work. If the referenced control has multiple rows, then a badly formed condition or formula (one that assumes a single row) cannot be completed.
Using rules in the Responsive Forms Designer
To open the Rules pane
-
Click Rules on the Forms designer ribbon.
By default, the Rules pane shows only those rules associated with selected controls. To show all rules for the form, select the check box View All Rules.
For instructions on accessing the Forms designer, see Access the Nintex Forms designer.
To add a new rule to selected controls
-
Click Add Rule on the Rules pane.
For instructions on accessing the Forms designer, see Access the Nintex Forms designer.
To add an existing rules to selected controls
- Select the controls you want to add the rule to. Click
to the right of the rule and select Add to selected controls.
If you cannot see the rule you want to add, click View All Rules in the Rules pane.
To remove a rule from selected controls
- Select the controls you want to remove the rule from. Click to the right of the rule and select Remove from selected controls.
To edit a rule
- In the Rules pane, select the rule to display its properties and then update property values as needed.
To duplicate a rule
- In the Rules pane, click to the right of the rule and then select Duplicate rule.
To change the order of rule execution
- In the Rules pane, click to the right of the rule and select either Send to Top or Send to Bottom.
To delete a rule
- In the Rules pane, click to the right of the rule and then select Delete rule.
Using rules in the Classic Forms Designer
To open the Rules pane
-
Either click Rules on the Forms designer ribbon or click Add Rule on the control ribbon.
By default, the Rules pane shows only those rules associated with selected controls. To show all rules for the form, select the check box Show all rules.
For instructions on accessing the Forms designer, see Access the Nintex Forms designer.
To add a rule to selected controls
-
Either click Add Rule on the control ribbon to display the Rules pane or, if the Rules pane is already displayed, click Add New Rule in the pane.
For instructions on accessing the Forms designer, see Access the Nintex Forms designer.
To edit a rule
- In the Rules pane, select the rule to display its properties and then update property values as needed.
To change the order of rule execution
- In the Rules pane, drag and drop the rule to the new position.
To delete a rule
- In the Rules pane, click the down-arrow to the right of the rule and then select Delete rule.