Configuring Rules
Learn how to configure rules to create simple to complex business logic in views and forms. You can follow these examples and modify them to work in your organization’s solutions.
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| Advanced Filter Rule Conditions
Specify advanced conditions using the An advanced condition is true rule condition. |
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| Error Rule Event And Method
On a view or form configure the Error Event and Method in the rule to specify custom rule conditions and actions to follow when errors occur, such as showing the message, detail, and type of error. When an error occurs, it attempts to find something to resolve the error. If nothing is found to resolve it, the default error handling is used. In the Rule Designer, you can also raise your own custom errors using the error method provided and, in the mappings, specify the values for the error context. |
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| For Each Looping Rule Conditions
Configure For-each Looping conditions on list views and controls, use them with other If conditions, or on their own. Conditions allow you to perform actions for all items that meet a condition. |
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| Mode Rule Conditions
Configure the Mode conditions to build rules around views and forms for mobile devices and how they behave according to their Normal or Offline mode. |
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| Initialized Rule Event
Configure the Initialized event in the scenario where a form is initialized and must be available while still performing other rule actions, like executing load and get list methods on the form. |
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| Navigate to another Form rule action
Use the Navigate to another Form action when you want to redirect the user from one form to another. This action is useful when you want to provide additional information such as showing a confirmation page, viewing and editing a list of values, or completing a survey. |
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| Navigate to URL rule action
Use the Navigate to URL action when you want to open a URL or web page. You can open the target URL in the same browser window, a new tab in the same browser, or a model dialog window (similar to a pop-up dialog). |
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| Send an E-mail rule action
Use the Send an e-mail action when you want to send an email as part of a rule action. In this example, there is no workflow involved so the email action takes place as part of a rule instead of being generated from a workflow step. |
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| Set Focus to a Control
Configure the Focus method of certain controls with rule actions to set focus to a control at runtime. |
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| Set a view's properties
Use the Set a View's properties action when you want to change the properties of a view at runtime. For example, you may want to hide or show views, depending on a form's state. |
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| Set the window size of a subview or subform
Use the Open a subview or Open a subform action when you want to set the height and width of a subform or subview. |
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Show a Message rule action
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| Get Confirmation from User rule action
Use the Get Confirmation from User rule action when you want to provide an option to your users as a pop-up dialog with two buttons: OK and Cancel. You can configure the OK option to follow one set of rules while the Cancel option either does nothing or follows another set of rules. |
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| Set a control's properties
Configure the Set a control's properties action to execute at runtime. |
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| Set a form's properties
Use the Set the Form's properties action when you want to change form properties at runtime. For example, set a form's title based on the current state. |
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| Clear a view or form
Use the clear method to clear view or form fields. For example, you might use this action to "reset" a form after submission so that it is ready for use once again. |
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| Collapse and expand views
Configure the Collapse view and Expand view events and methods. |
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| Configure tab navigation to optimize performance
Configure tab navigation to optimize performance. When opening a form, you may experience a performance difference as the initialize actions execute before the form opens. To optimize performance when the form initializes, configure the initialize actions to only execute when a tab is clicked or selected. |
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| Configure the Display Field property for a list control
Use the Display Field property to temporarily display a user-friendly value while the underlying list item values load in the background. |
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| Disable button on click Configure rules to disable a button once it's clicked to prevent anyone submitting duplicate content by mistake. |
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