Database Rules Tab

Selecting “Rules” on a database context menu opens the Rules for database (DatabaseName) Page on the Rules Tab which shows the Rules Table. New rules can be added to the database from this tab.

Selecting “Rules” from the Databases Table context menu will open a form’s Rules Tab that contains the Rules Table. The Rules Table shows the conditions, actions, and status of a rule. Rules can be filtered for efficient access. The Rules Tab is where new rules can be added to your Database.

Fields / Rules Page Context Menu Option Explanation
Option	Explanation
Add Entry	Selecting “Add Entry” on the context menu opens a New Database Entry Modal. The modal that appears for a new database entry has already been customized for that specific database and will vary significantly based on its purpose and design. How To: Add an Individual Database Entry {{@325}}
Edit Database	Selecting “Edit Database” on the context menu open the Edit Database Modal, allowing an individual to edit the specific permissions established when the database was created. How To: Edit a Database {{@333}}
Field	Selecting “Fields” on the context menu opens the Fields for database (DatabaseName) Page on the Fields Tab which shows the Fields Table. New fields can be added to the database from this tab. Hot To: Add a Database Field {{@321}}
Rules	Selecting “Rules” on the context menu opens the Rules for database (DatabaseName) Page on the Rules Tab which shows the Rules Table. New rules can be added to the database from this tab. How To: Add a Database Rule {{@323}}
Manage Entries	Selecting “Manage Entries” on the context menu opens the Entries for Database (DatabaseName) Page and the Database Entries Table. Entries can be added, imported, and exported on this page. Bulk edits can also be enabled for efficiency. How To: Edit a Database Entry {{@3334}}

In a database, fields are the columns where individual pieces of data are stored. Database Rules define how each field behaves – the type of data it can hold, what is and is not allowed, as well as how it interacts with other fields.

Within KAStrack, rules are required to have a Rule Name and Status (Active or Inactive). Conditions and Actions are optional fields in the New Database Rule Modal. Multiple conditions and / or actions as well as no conditions and / or actions can be used.

Rules Conditions

Conditions are what make field rules both powerful and flexible. They determine when, how, or if a rule applies. Conditions are what make field rules dynamic, allowing KAStrack to react to what a user enters or to what is stored in other fields.

A condition is a logical statement that must be true in order for a field rule to activate. (You can think of it as “If X happens, then do Y.” When conditions are applied, rules will only be utilized if certain criteria are met.

A Conditional Rule always has three parts, explained in the Structure of a Conditional Rule Table.

The Structure of a Conditional Rule
Part	Description	Example
Trigger	What the rule watches	Status
Condition	What must be true	= “Pending”
Action / Result	What happens if the condition is true	“Make Compliance Data field required”

Within KAStrack, a condition can be triggered by fields, the system, or steps.

Conditional Triggers
Main Parameter	Modifier 1	Modifier 2	Condition
Form Fields		General	Is Equal To
			Is Not Equal To
			Matches Regular Expression
			Does Not Match Regular Expression
			Is Blank
			Is Not Blank
			Is Updated
		Numeric	<
			<=
			>
			>=
System	Current Time		Is Before
	Current Time		Is After
	User / On Behalf of User		Is a Member of Certification Role
			Is not a member of Certification Role
			Is valid in Certification Role
			Is not valid in Certification Role
			Has access level
			Does not have access level
			Is logged in
			Is not logged in
			Is supervised by (direct)
			Is supervised by (all)
	User/ On Behalf of User: Username User/ On Behalf of User: Full Name	General	Is Equal To
			Is Not Equal To
			Matches Regular Expression
			Does Not Match Regular Expression
			Is Blank
			Is Not Blank
			Is Updated
		Numeric	<
			<=
			>
			>=
	Logged In User		Is a Member of Certification Role
			Is not a member of Certification Role
			Is valid in Certification Role
			Is not valid in Certification Role
			Has access level
			Does not have access level
			Is logged in
			Is not logged in
			Is supervised by (direct)
			Is supervised by (all)
	Logged in User: Username Logged In User: Full Name	General	Is Equal To
			Is Not Equal To
			Matches Regular Expression
			Does Not Match Regular Expression
			Is Blank
			Is Not Blank
			Is Updated
		Numeric	<
			<=
			>
			>=
Steps	No Step		Is the Current Step
	No Step		Is Not the Current Step
	Submitted		Is the Current Step
	Submitted		Is Not the Current Step

There are different categories of Form Rule Actions.

Forms Rules Actions
Category	Available Rule Actions
Field Management	Show / Hide Fields, Change Validation of Fields, Change the Value of Fields, Lock / Unlock Fields, Increment a Sequential Number Field, Add / Remove CSS Class, Configure a signature field
Workflow	Show Save and Next button, Do Not Allow Submission

Other	Use An Alternative Entry PDF, Use An Alternate Filename For Entry PDF