The UI Designer uses Rules to define a form’s presentation logic. Rules control data flow, apply business logic, manage form content and change field values. There are three types of rules:
Type | Description |
Format Rules | These rules format the controls in the form. Formatting includes: hiding a control, disabling a control, or changing the style (font, color, etc.) of the control. Each format rule’s conditions are checked every time rules can execute, and their defined formatting is applied if their condition is true. |
Validation Rules | These rules implement data validation logic required by the business process. Validation rules are also Boolean expressions on the forms/fields of the current view. They show validation errors on the controls when the condition is met. |
Action Rules | These rules perform data processing actions required by the business process. It includes statements such as Set a field’s value, Switch Views, Submit Data, Call Web Service, Call Stored SQL Query, etc. For each action rule one or more statements can be defined. These statements are executed in the order they are defined. Unlike Format and Validation rules, Action rules are executed only when a data change action on a form field is performed. |
NOTE: Some controls do not support certain rules. The Panel only supports “hide” format rules, and the Gallery only supports “hide” and “disable” format rules. Disabling a gallery removes its attachment adding button.
The following sections show how to create these rules.
Accessing the Rule Panel
Follow the steps below to open the Rule Panel:
1. Select the left-side Field option to open field management
2. All the fields and groups are listed as a directory tree. When clicking any item in the field list, the “Rule” Panel on the right side slides out.
NOTE: The read-only core fields do not allow definition of any action rules
3. Alternatively, when selecting a control in the Form Design area, the Property panel appears. Click the Field Rules button at the bottom of the panel to show the Rule Panel for the selected control.
Filtering Fields
As a form grows more complex, the number of fields can grow very quickly, making it time consuming to find your field and modify your form rules. At the top of the fields menu is a search field that filters the visible fields based on your input.
Furthermore, it shows fields that use your criteria as a variable in their rules. In the image below, checkbox_13 is shown because it has a rule that relies on textbox_1.
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Rule Execution
A Rule tells eCASE what to do in a particular situation. Rule configuration in the UI Designer defines how the Case UI should respond to the form when it is modified by the end user. Each Rule includes the rule name, a condition, and any number of statements.
Conditions give you options to control when Statements should be executed.
Statements are pre-defined actions to be performed in processing data on the form.
The Rule Details panel is designed to show the details of a selected rule. Clicking any rule in the Rules panel shows details of this rule, as shown below.
Rules are defined at different levels to execute when a user is modifying the form. At each level, one or more rules can be defined. All rules defined at a level are treated as one rule set. When the defined condition is met, all rules in the rule set are executed in the order defined.
Stop Execution of Rules
There is a check box at the bottom of the Statements sub-panel for every rule. When this is checked, the remaining rules for that field will not be executed if the given condition of this rule is satisfied:
