Business rule types - FlowForma

The tables below show the types of business rules available in FlowForma and where each rule can be added. The rules are organised into the following categories: workflow control, data integration, communications, SharePoint actions, permissions, and repeating table.

Workflow control

Rule	Question change	Step started	Step completed	Flow started	Flow completed	Form loaded
Hide/show question	Yes	Yes	Yes	Yes	Yes	Yes
Hide/show step	Yes	Yes	Yes	Yes	Yes	Yes
Pass back	No	No	Yes	No	No	No
Step assign to	No	No	Yes	No	No	Yes

Data integration

Rule	Question change	Step started	Step completed	Flow started	Flow completed	Form loaded
Add/Edit calendar event	No	No	No	No	No	No
Add/update list item	No	Yes	Yes	Yes	Yes	Yes
Add/update form	No	Yes	Yes	Yes	Yes	Yes
Call External API	Yes	Yes	Yes	Yes	Yes	Yes
Data validation	Yes	No	No	No	No	No
Execute SQL stored procedure	Yes	Yes	Yes	Yes	Yes	Yes
Get list data	Yes	Yes	Yes	Yes	Yes	Yes
Get user profile property	Yes	Yes	Yes	Yes	Yes	Yes
Set question value	Yes	Yes	Yes	No	No	Yes

Communications

Rule	Question change	Step started	Step completed	Flow started	Flow completed	Form loaded
Add/remove watermark	No	Yes	Yes	Yes	Yes	Yes
Attach document to step	No	Yes	Yes	Yes	Yes	No
Convert Word to PDF	No	Yes	Yes	Yes	Yes	Yes
Copy file	Yes	Yes	Yes	Yes	Yes	Yes
Generate barcode/QR	Yes	Yes	Yes	Yes	Yes	Yes
Generate document	No	Yes	Yes	Yes	Yes	No
Send email	No	Yes	Yes	Yes	Yes	Yes

SharePoint actions

Rule	Question change	Step started	Step completed	Flow started	Flow completed	Form loaded
Create list or library	Yes	Yes	Yes	Yes	Yes	Yes
Create site	Yes	Yes	Yes	Yes	Yes	Yes
Document actions	Yes	Yes	Yes	Yes	Yes	Yes

Permissions

Rule	Question change	Step started	Step completed	Flow started	Flow completed	Form loaded
Reset document permission	No	Yes	Yes	Yes	Yes	No
Step view permission	No	Yes	Yes	No	No	Yes

Repeating table

Rule	Question change	Step started	Step completed	Flow started	Flow completed	Form loaded
Export repeating table data	Yes	Yes	Yes	Yes	Yes	Yes
Map repeating table	Yes	Yes	Yes	Yes	Yes	Yes