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Creating a New Rule

March 11, 2026 05:55 AM
1 min read

Creating a New Rule with Value of Property

The following steps outline the process of creating a new Rule based on the Value of Property:

  1. Click New Rule.

The New Rules screen appears as follows:

NameThe name of the Rule.
ConditionDescribes when the rule will be applied.
BehaviorDescribes the actions that are performed when the rule is applied.

There are 2 options for adding Conditions:

  • Add Condition: This button allows users to create multiple conditions in a single rule.
  • Add Group: Allows the user to add a group of conditions under an existing condition with And/Or aggregator. OR is default.

Note
If a group is deleted, the children conditions will move to the top level.

  1. Click Add Condition.

NameDescription
Value of PropertyChecks the value of a property of this item.
PropertyProperty of this item to be checked.
OperatorType of comparison.
CriteriaValue used by comparison.

  1. After selecting the Conditions for the new rule, Click Add Behavior.

NameDescription
PropertyProperty to be affected by this behavior.
Display asHidden – Field is not displayed in the form. Normal – Default Field. Read Only – Field data cannot be edited by user.
  1. Click OK to add the rule.
  2. Click Done to save the Responsive Form.

Creating a New Rule with Member of Identity

The following steps outline the process of creating a New Rule based on the identity of the current user:

  1. Click New Rule.

The New Rules screen appears as follows:

NameThe name of the Rule.
ConditionDescribes when the rule will be applied.
BehaviorDescribes the actions that are performed when the rule is applied.

  1. Click Add Condition.

NameDescription
Member of IdentityChecks whether the current user belongs to this identity
IdentityIdentity to be checked.
  1. After selecting the Conditions for the new rule, Click Add Behavior.

NameDescription
PropertyProperty to be affected by this behavior.
Display asHidden – Field is not displayed in the form. Normal – Default Field. Read Only – Field data cannot be edited by user.
  1. Click OK to add the rule.
  2. Click Done to Save the Responsive Form.