How can we help?

Search for answers or browse articles about Sintel Apps

You are here:

DRAFT Sintel Apps Designer – Logic Tab (Overview)

 

This guide walks you through the Logic tab in the Sintel Apps Designer, step-by-step, and explains how to create rules that make your form dynamic (show/hide fields, set required fields, display errors, and more).

When designing a form, you use the Logic tab to create rules that run while a user is completing a form. A rule is made up of:

  • Conditions – “When this is true…”
  • Steps when conditions are met – “…do this”
  • Steps when conditions are not met – “…otherwise do this”

You build logic by adding a rule, defining the conditions, then dragging actions (“steps”) into the relevant area.

 

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: Create Your First 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)

 

Example: Section Change the Visbility

  1. Drag Section Visibility into the Conditions area.
  2. Configure it:
    • Choose the field
    • Choose an operator (equals, contains, greater than, etc.)
    • Enter/select the comparison value

Tip: Start simple. Most forms can be handled with Field Value Check + a small number of steps.

 

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:
    • New item
    • Edit existing item (if applicable)
    • Different combinations of values

Testing Checklist

  • Do fields appear/disappear correctly?
  • Does required validation behave as expected?
  • Do you ever end up in a state where a hidden field is still required?
  • Are sections/tabs behaving correctly?

 

Three Practical Logic Examples (Copy Patterns)

Example A: Show a Section Based on a Choice

Goal: Show “Project Details” only when Request Type = Project

  1. Create rule: Show Project Details for Project requests
  2. Condition:
    • Field Value Check: Request Type equals Project
  3. Steps when met:
    • Set section visibility: Project Details → Visible
  4. Steps when not met:
    • Set section visibility: Project Details → Hidden

Example B: Make a Field Required When Another Field Has a Value

Goal: Make “Cost Code” required when Department = Finance

  1. Create rule: Require Cost Code for Finance
  2. Condition:
    • Field Value Check: Department equals Finance
  3. Steps when met:
    • Set field state: Cost Code → Required
  4. Steps when not met:
    • Set field state: Cost Code → Optional (or not required)

Example C: Display a Custom Error Message

Goal: Warn users if End Date is earlier than Start Date

  1. Create rule: Validate dates
  2. Condition:
    • Field Value Check: End Date is less than Start Date
  3. Steps when met:
    • Set custom error for field: End Date → “End Date must be on or after the Start Date.”
  4. Steps when not met:
    • Clear custom error (if available) or set to blank/none

Logic Best Practices

  • Keep rules small and focused (one purpose per rule)
  • Always define both met and not met behaviour for visibility and required states
  • Name rules consistently
  • Build layout first, then logic
  • Test in both New and Edit modes

 

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.

 

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
5
Please Share Your Feedback
How Can We Improve This Article?
Table of Contents