Title
The first part of the business rule lets you define a title for your rule and select the event on which it operates. The default title is the standard FlowForma rule name; change it by deleting the text and entering your own. In the event field you determine when the rule is executed. For a flow this can occur when the form is loaded, started, or completed. For a step this can occur when the step is started, saved, or completed. For questions it can occur when the question is updated.Rule condition(s)
The second part of the business rule lets you set conditions. These are not required, but if entered they control when the rule is executed in relation to other items in the form.Rule actions
- Select step(s): assign one or more steps to a person or group. Click the arrow on the drop-down, then click a step to select it (it appears in the editor). Expand the drop-down again to add more steps. Click the X to remove a step from the selection.
- Select assignment: decide how the user assigned to the steps is defined. The options are:
- Person or group: assign the step to any user or group selected from Active Directory. These users need permissions on the site to access the form.
- Person or group defined in a question: if you used a person or group question in the flow, the answer to that question can assign the step. The drop-down lists all steps that have person or group questions.
- Person or group assigned to step: the drop-down shows all steps in the flow; the user assigned to the selected step is used in the rule.
- Stop execution: if stop execution is enabled and this rule is executed, no other rules are executed.
- Enabled: rules aren’t saved to a list like questions and steps are, so if you want to stop a rule executing without deleting it, toggle this option to enable or disable the rule.
- Enable audit: if checked, a record is added to the audit trail when this rule is executed. This option is available when the Compliance feature pack is activated.