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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

RuleQuestion changeStep startedStep completedFlow startedFlow completedForm loaded
Hide/show questionYesYesYesYesYesYes
Hide/show stepYesYesYesYesYesYes
Pass backNoNoYesNoNoNo
Step assign toNoNoYesNoNoYes

Data integration

RuleQuestion changeStep startedStep completedFlow startedFlow completedForm loaded
Add/Edit calendar eventNoNoNoNoNoNo
Add/update list itemNoYesYesYesYesYes
Add/update formNoYesYesYesYesYes
Call External APIYesYesYesYesYesYes
Data validationYesNoNoNoNoNo
Execute SQL stored procedureYesYesYesYesYesYes
Get list dataYesYesYesYesYesYes
Get user profile propertyYesYesYesYesYesYes
Set question valueYesYesYesNoNoYes

Communications

RuleQuestion changeStep startedStep completedFlow startedFlow completedForm loaded
Add/remove watermarkNoYesYesYesYesYes
Attach document to stepNoYesYesYesYesNo
Convert Word to PDFNoYesYesYesYesYes
Copy fileYesYesYesYesYesYes
Generate barcode/QRYesYesYesYesYesYes
Generate documentNoYesYesYesYesNo
Send emailNoYesYesYesYesYes

SharePoint actions

RuleQuestion changeStep startedStep completedFlow startedFlow completedForm loaded
Create list or libraryYesYesYesYesYesYes
Create siteYesYesYesYesYesYes
Document actionsYesYesYesYesYesYes

Permissions

RuleQuestion changeStep startedStep completedFlow startedFlow completedForm loaded
Reset document permissionNoYesYesYesYesNo
Step view permissionNoYesYesNoNoYes

Repeating table

RuleQuestion changeStep startedStep completedFlow startedFlow completedForm loaded
Export repeating table dataYesYesYesYesYesYes
Map repeating tableYesYesYesYesYesYes