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Understanding Conditions
A condition defines when a rule should run.
It answers the question: Under what circumstances should this behaviour apply?
Without a condition, a rule cannot evaluate.
Available Condition Types
– Field Value Check
Compares a field to a value.
Common operators:
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Equals
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Not equals
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Greater than
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Less than
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Contains
Example:
Amount greater than £10,000
– Form Mode
Checks whether the form is in:
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New
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Edit
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View
Useful for:
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Showing guidance only during creation
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Preventing edits after submission
– Author
Checks if the current user is the author of the form item.
Used for:
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Restricting editing
-
Displaying controls only to the creator
– Workflow Status
Checks the current workflow status.
Example:
Status equals Submitted
Often used to:
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Show approval buttons
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Lock sections during review
– Group Membership
Checks whether the current user belongs to a specific group.
Used for:
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Role-based visibility
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Department-specific controls
– Related List Item Count
Checks how many items exist in a related list.
Example:
Related items count equals 0
Useful for:
- Requiring line items before submission
– External User
Checks whether the current user is external.
Useful for:
-
Hiding internal-only sections
- Simplifying forms for external stakeholders
– Attachments Count
Checks the number of attachments.
Example:
Attachments greater than 0
Used to enforce mandatory file uploads
.
– Custom JS Condition
Executes custom JavaScript and evaluates a true/false result.
Intended for advanced scenarios where built-in conditions are insufficient.
Combining Conditions
Conditions can be grouped using:
– AND
All conditions must be true.
– OR
At least one condition must be true.
Example:
Department equals Finance AND Amount greater than £5,000 Both must be true for the rule to apply.
