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  • Logic Tab: Create your First Rule (Overview)

Logic Tab: Create your First Rule (Overview)

Posted19 January 2026
Updated17 February 2026
ByAmy Dermody
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The Logic tab in the Sintel Apps Designer allows you to control how a form behaves while a user is interacting with it.

Logic makes forms dynamic. It enables you to:

  • Show or hide fields, sections and tabs

  • Make fields required or optional

  • Display validation errors

  • Control workflow actions

  • Control custom button visibility

  • Enforce attachment or related list requirements

  • Execute custom JavaScript

For example: A section can appear immediately after a choice is selected. or Approval buttons that appear when status changes.

How Logic Works

Logic is built using rules. Each rule contains three parts:

  1. Conditions – When should the rule apply?
  2. Steps when conditions are met – What should happen if the condition is true?
  3. Steps when conditions are not met – What should happen if the condition is false?

Each rule runs independently. Multiple rules can apply to the same field or section.

Create your first Rule

 

Step 1: Open the Logic Tab

  1. Open your form in the Sintel Apps Designer.
  2. Select Logic from the top menu (Layout | Logic | Workflow | Settings).

 

You’ll see:

  • A left panel with Conditions and Steps
  • A large blank area prompting you to add a rule
  • A right panel called Properties

 

Step 2: Add your rule

  1. Click the plus (+) button in the centre area (or “Add rule”).
  2. A new rule panel opens (often titled New Rule).

 

You will now see three sections:

  • Conditions
  • Steps when conditions are met
  • Steps when conditions are not met

 

On the right, the Properties panel shows rule settings such as rule name and execution behaviour.

 

Step 3: Name the Rule 

In the right-hand Properties panel, give the rule a clear name.

Use a consistent naming style like:

  • Show Project Details when Request Type = Project
  • Make Cost Code required when Department = Finance
  • Hide Approval Section unless Status = Submitted

 

Good names make future maintenance much easier.

Step 4: Add a Condition

 

In the left panel, ensure Conditions is selected.

You’ll typically see condition types such as:

  • Field value check
  • Form mode (New, Edit, View)
  • Author
  • Group membership
  • Workflow status
  • Related list item count
  • External user
  • Attachment count
  • Custom JS (advanced)

 

 

 

Step 5: Add Steps (Actions)

Now you define what happens.

In the left panel, select Steps.
Steps are grouped by area, for example:

Form

  • Form features
  • Ignore validation

 

Section

  • Set section title
  • Set section description
  • Set section visibility
  • Set section state

 

Field

  • Set field label
  • Set field visibility
  • Set field state
  • Set custom error for field

 

Related list – Related list behaviour

 

Tab – Set tab visibility

 

Other

  • Workflow action
  • Custom button visibility
  • Custom JS

 

Step 6: Drag Steps Into “When Conditions Are Met”

 

  1. Drag the required step into Steps when conditions are met.
  2. Configure it once it lands in the step area.

Common Example: Show/Hide a Field

  • Drag Set field visibility
  • Choose the field
  • Set to Visible (when met)

Then add the opposite step in the “not met” section.

Step 7: Add Steps Into “When Conditions Are Not Met”

 

This is the “otherwise” behaviour.

Example:

  • Drag Set field visibility
  • Choose the same field
  • Set to Hidden (when not met)

This avoids scenarios where a field stays visible because a user changed an earlier answer.

 

Step 8: Choose Rule Execution Behaviour

 

On the right-hand Properties panel you’ll typically see execution options such as:

  • Continuous (runs as the user interacts with the form)
  • Run once (runs a single time)

Recommended

  • Use Continuous for visibility/required-field logic.
  • Use Run once only when you are setting values or doing something that shouldn’t re-trigger repeatedly.

 

 

Step 9: Save and Test

 

  1. Select Save
  2. Open the form and test:

 

 

What’s Next?➡️ Next article: Sintel Apps Designer – Workflow Tab (Overview)
We’ll build a basic workflow with statuses and actions, then cover audiences, quorum, and notifications.

 

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