# Understanding Form Fields and Rules

# Understanding Fields: Form, Formatting, and Utility Field Explanations

Fields are the individual data elements that makeup forms. You can think of them as a container for a type of information. They are the building blocks the Forms Module uses to collect, store, and process data in a structured way.

Every field has properties (or metadata) that define it: a Name/Identifier (what the field is called internally), the Data Type (what kind of data it can hold), Constraints (the rules that limit what data is valid), Default Value (what to use if no data is entered), and Validation Rules (checks to ensure the input meets expectations, e.g., email format, numeric range).

<span style="white-space: pre-wrap;">In KAStrack, individuals with Admin permissions can define custom fields that appear as form inputs that can be utilized in structured formats. There are three field types utilized in the Forms Module: form fields, formatting fields, and utility fields. Users can also reference data from a database in a field. </span>

<p class="callout info"><span style="white-space: pre-wrap;">A form typically contains multiple fields to match the data collection requirements. Using fields effectively, allows the form to be highly customized. </span></p>

<p class="callout info">One of the advantages of using KAStrack Forms to collect and store data is the integration of the Reports module, allowing custom reports that can be used to analyze and trend the information collected.</p>

### Form Fields

A form field is an individual input element within a digital form that allows a user to enter, select, or submit data. Each form field captures a specific piece of information after the form (or modal) is submitted.

The table below shows the type of form fields (that indicate the type of data/information to be input) utilized in the Forms Module and the customizable choices associated with them.

<table id="bkmrk-form-field-type-choi"><colgroup><col></col><col></col><col></col></colgroup><tbody><tr><td colspan="4">**Form Field Type Choice Explanations**

</td></tr><tr><td>**Form Field Type**

</td><td>**Customizable Choices**

</td><td colspan="2">**Comments**

</td></tr><tr><td rowspan="4">Text

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td>Force Capitalization

</td><td colspan="2">Selecting “Force Capitalization” will convert inputted text to all capital letters.

</td></tr><tr><td>Treat As Link

</td><td>[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/7qgimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/7qgimage.png)

</td><td>When selected, the input becomes a clickable link. A checkbox selection forces the link to open in a new tab.

</td></tr><tr><td rowspan="3">Text Box

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td>Force Capitalization

</td><td colspan="2">Selecting “Force Capitalization” requires the information input to be capitalized.

</td></tr><tr><td rowspan="2">HTML Text Box

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td rowspan="3">Checkbox

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td>Checked By Default

</td><td colspan="2">If selected, the checkbox field created will be selected by default.

</td></tr><tr><td rowspan="6">Dropdown

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td>Add Blank

</td><td colspan="2">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/gyGimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/gyGimage.png)

Select the plus sign icon to add additional entries. Textboxes must be saved individually through the disc icon or by the clickable “Save All” link.

</td></tr><tr><td>Add "Other" Option

</td><td colspan="2">If selected, “Other” will be included as a checkbox that when selected, opens a textbox for data input.

</td></tr><tr><td>Multiple

</td><td colspan="2">If selected, allows a user to pick more than one item from the dropdown menu.

</td></tr><tr><td>Options

</td><td colspan="2">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/0Djimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/0Djimage.png)

Select the plus sign icon to add additional entries. Textboxes must be saved individually through the disc icon or by the clickable “Save All” link.

</td></tr><tr><td rowspan="3">Radios

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td>Options

</td><td colspan="2">[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/RYrimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/RYrimage.png)

Select the plus sign icon to add additional entries. Textboxes must be saved individually through the disc icon or by the clickable “Save All” link.

</td></tr><tr><td rowspan="2">Date

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td rowspan="2">Date / Time

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td rowspan="13">File Upload

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td>Max File Size

</td><td colspan="2">If left blank, the maximum upload file size is 500 MB.

</td></tr><tr style="height: 10px;"><td rowspan="8">Allowed Extensions

</td><td>Any extension

</td><td>Allow anything to be uploaded.

</td></tr><tr><td>Images

</td><td>.jpg, .jpeg, .png, .gif, .bmp, .svg

</td></tr><tr><td>Documents

</td><td>.doc, .docx, .odt, .pdf

</td></tr><tr><td>MS Word Document

</td><td>.doc, .docx

</td></tr><tr><td>Spreadsheets

</td><td>.xls, .xlsx, .csv

</td></tr><tr><td>MS Excel Spreadsheet

</td><td>.xls, .xlsx

</td></tr><tr><td>MS Powerpoint Presentation

</td><td>.ppt, .pptx

</td></tr><tr><td>Custom

</td><td>Allows the form creator to specify what can be uploaded

</td></tr><tr><td>Allow Multiple Files

</td><td colspan="2">If selected, multiple files can be uploaded.

</td></tr><tr><td>Mandatory

</td><td colspan="2">If selected, a file upload will be required.

</td></tr><tr><td rowspan="5">Image

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr><td>Max File Size

</td><td colspan="2">If left blank, the maximum upload file size is 500 MB.

</td></tr><tr><td>Allow Multiple Files

</td><td colspan="2">If selected, multiple images can be uploaded.

</td></tr><tr><td>Mandatory

</td><td colspan="2">If selected, an image will be required.

</td></tr><tr><td rowspan="2">Password

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Show in View / Manage Entries

</td><td colspan="2">Selected by default; Deselect if the field is being used for data acquisition and you do not want it to be visible.

</td></tr><tr style="height: 10px;"><td rowspan="2">Signature Field

</td><td>Start Hidden

</td><td colspan="2">If selected, the field will be hidden when the modal first loads.

</td></tr><tr><td>Require 2FA

</td><td colspan="2">2FA stands for two factor authorization. If selected, KAStrack will require a second method of authorization.

</td></tr><tr><td colspan="4"><p class="callout info">All field types include a checkbox option to "Include on Form" that is selected by default.</p>

</td></tr></tbody></table>

The following information can also be used when creating a form field.

<table id="bkmrk-form-field-creation-"><colgroup><col style="width: 155px;"></col><col style="width: 686px;"></col></colgroup><tbody><tr><td colspan="2">**Form Field Creation Inputs**

</td></tr><tr><td>**Field**

</td><td>**Explanation**

</td></tr><tr><td>Default

</td><td><span style="white-space: pre-wrap;">Whatever is input as the default will automatically be input into the form entry. The default can be replaced by the individual adding the entry. </span>

</td></tr><tr><td>Placeholder Text

</td><td>The Placeholder Text textbox can be used to display greyed out text in a textbox that can be used as a hint in the field. It can be a maximum of 25 characters and will disappear when information is entered.

</td></tr><tr><td>Context Sensitive Help

</td><td>Context Sensitive Help will be visible when the blue question mark icon is clicked. Utilize this to include additional information needed to aid in completion of the field.

</td></tr><tr><td>Field Validation

</td><td>Field validation is the process of checking that the data entered into a form field meets specific rules or criteria before it is accepted or saved and is used to prevent typos, formatting errors, and missing information from entering the database. The Validation dropdown menu allows a user to select between Optional and Mandatory validation with specific formatting requirements, or a Custom Regular Expression. Selecting Mandatory from the dropdown menu requires that there is content in the field and that it fits a specific format.

</td></tr><tr><td>Validation Help

</td><td>Validation help (similar to context sensitive help) allows for a customized message to explain what/how something needs to be entered for field validation.

</td></tr><tr><td>[CSS Classes](https://developer.mozilla.org/en-US/docs/Learn_web_development/Core/Styling_basics/What_is_CSS)

</td><td>CSS is a standardized system used to determine how web pages look. CSS classes are groupings of various styles (e.g. border, font color and size), and can be defined in KAStrack forms with whatever styles you like. When you assign a CSS Class to a form field, the field inherits all the styling associated with that class.

</td></tr></tbody></table>

### Formatting Fields

A formatting field refers to a field or placeholder in a form, database, or document template. Formatting fields apply style, structure, or output rules to data, controlling how data is displayed, structured, and presented rather than what the data actually is. When a formatting field is used in a database, it is defining the visual output.

Withing KAStrack’s Forms Module, there are four formatting fields: Start Section, End Section, Tabs Start, Tabs End.

<table id="bkmrk-formatting-fields-ex"><colgroup><col style="width: 240px;"></col><col style="width: 608px;"></col></colgroup><tbody><tr><td colspan="2">**Formatting Fields Explanations**

</td></tr><tr><td>**Field**

</td><td>**Explanation**

</td></tr><tr><td rowspan="5">Section Start

</td><td>The Section Start formatting field is a control used in a database to signal the beginning of a new logical or visual section. It groups related fields on the same page and adds structure.

</td></tr><tr><td>If the start hidden checkbox is selected, the section formatting will be hidden when the field first loads. Note: If you select the start hidden checkbox, you will not be able to use a display CSS style for a section.

</td></tr><tr><td>Formatting options for the new section include: border, border radius, padding, margin, background color, background image URL, background image position, background image size, background image repeat, font, text color, and roation.

</td></tr><tr><td><span style="white-space: pre-wrap;">Clicking “Show/hide advanced” opens a CSS Styling textbox. </span>**Note: All CSS styles must be valid CSS Styles.**

</td></tr><tr><td><p class="callout info">All Section Start Fields must have a corresponding Section End Field.</p>

</td></tr><tr><td rowspan="2">Section End

</td><td>The Section End Formatting Field marks the end of a formatted section that started with a Section Start formatting field. It communicates to the system “Stop applying the formatting or logic that began at the Section Start.”

</td></tr><tr><td><p class="callout info">All Section End Fields must be used with a corresponding Section Start Field.</p>

</td></tr><tr><td rowspan="2">Tab Start

</td><td>A tab start formatting field indicates the beginning of a new tab container or page in a multi-section form or document. Tab start creates separate pages or panels within a single form and improves navigation and organization. When you add a tab start field, it creates a new tab header and defines where the content of that tab begins. When another tab start field is used, a new tab is created by the system.

</td></tr><tr><td><p class="callout info">All Tab Start Fields must have a corresponding Tab End field. Between the two, you are required to have a section that contains fields.</p>

</td></tr><tr><td rowspan="2">Tab End

</td><td>A Tab End formatting field indicates the end of the active tab container that began with a Tab Start formatting field.

</td></tr><tr><td><p class="callout info">All Tab Start Fields must have a corresponding Tab End field. Between the two, you are required to have a section that contains fields.</p>

</td></tr></tbody></table>

### Utility Fields

A utility field is a system-level field that performs a technical or aesthetic function such as spacing, visibility control, conditional logic, calculations, or layout consistency in the background. Think of it as a helper field that manages how information looks or functions.

<table class="align-left" id="bkmrk-utility-field-explan"><colgroup><col style="width: 153px;"></col><col style="width: 239px;"></col><col style="width: 256px;"></col><col style="width: 389px;"></col></colgroup><tbody><tr><td colspan="4">**Utility Field Explanations Table**

</td></tr><tr><td class="align-center">**Field Type**

</td><td class="align-center">**Meaning / Purpose**

</td><td class="align-center">**How It Works**

</td><td class="align-center">**Field Creation Notes**

</td></tr><tr><td class="align-left" rowspan="4">Information

</td><td class="align-left" rowspan="4">Displays non-editable text, notes, or instructions to guide the user

</td><td class="align-left" rowspan="4">Does not store data; it’s purely for communication or context within a form

</td><td class="align-left">Add descriptive text or HTML formatting

</td></tr><tr><td class="align-left">Not linked to a database column

</td></tr><tr><td class="align-left">Excluded from exports

</td></tr><tr><td class="align-left">Can include hyperlinks or help icons

</td></tr><tr><td class="align-left" rowspan="4">Calculated

</td><td class="align-left" rowspan="4">Automatically computes a value based on formulas or other field inputs

</td><td class="align-left" rowspan="4">Performs calculations dynamically when the form loads or data changes

</td><td class="align-left">Define a formula

</td></tr><tr><td class="align-left">Ensure source field exist and have proper data types

</td></tr><tr><td class="align-left">Set decimal precision or rounding rules

</td></tr><tr><td class="align-left">Can be updates automatically or when saved

</td></tr><tr><td rowspan="4">Sequential Number

</td><td rowspan="4">Generates a unique, automatically incrementing number

</td><td rowspan="4"><span style="white-space: pre-wrap;">Each new record triggers a sequence increment. </span><span style="background-color: rgb(230, 126, 35);">(If the form entry requires approval, the number is assigned upon approval.)</span>

</td><td>Define state number and increment step

</td></tr><tr><td>Option to include prefixes (e.g. INV-01)

</td></tr><tr><td>Ensures prevention of duplicates

</td></tr><tr><td>Read-only to users

</td></tr><tr><td rowspan="3">Hidden Field

</td><td rowspan="3">Stores data that is not visible to the user but is used by the system or workflows

</td><td rowspan="3">Data may be filled automatically by logic, user ID, timestamp, or lookup.

</td><td>Hidden from the user interface

</td></tr><tr><td>Used for internal references

</td></tr><tr><td>Ensures security

</td></tr><tr><td rowspan="3">Read Only

</td><td rowspan="3">Displays data that the user can see but not change

</td><td rowspan="3">Pulls values from the database or calculated results but locks editing

</td><td>Mark as non-editable

</td></tr><tr><td>Useful for summary or verification data

</td></tr><tr><td>Can still be exported

</td></tr><tr><td rowspan="4">Mail Merge

</td><td rowspan="4">Acts as a placeholder in document templates that pulls live data into generated files

</td><td rowspan="4">Replaces tags with actual field values during document generation

</td><td>Must match database field names

</td></tr><tr><td>Verify formatting (dates, currency, capitalization)

</td></tr><tr><td>Used in templates for Word, PDF, or HTML

</td></tr><tr><td>Ensures privacy when merging client data

</td></tr><tr><td rowspan="4">Copy Previous Entry

</td><td rowspan="4">Automatically fills a field with the value entered in the previous record

</td><td rowspan="4">When creating a new record, the system retrieves the last entered value for that field

</td><td>Choose which fields allow copying

</td></tr><tr><td>Ensure users can overwrite if needed

</td></tr><tr><td>Often used for reoccurring data

</td></tr><tr><td>Improves speed and data consistency

</td></tr></tbody></table>

# Form Fields Tab

<p class="callout info">When a form is in Live Status, you will be required to select a checkbox to enable editing of the form. You will not be able to access the Fields Tab and make changes until you do so.</p>

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/8F1image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/8F1image.png)

Selecting “Fields” from the Forms Table context menu will open a form’s Field Tab that contains the Fields Table. The Fields Table shows existing fields in the Form. Fields can be filtered for efficient access. The Fields Tab is where new fields can be added to your Form.

The three dot icon to the right of the Rules Page header opens a context menu with options to view the Webform, the Webform (popup), Edit Form, Overview, Fields, Rules, Drafts, and Manage Entries.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/scaled-1680-/8RDimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/8RDimage.png)

<details id="bkmrk-how-to%3A-add-a-field-"><summary>How To: Add a Field to a Form</summary>

{{@373}}

</details>

# Form Rules Tab

<p class="callout info">When a form is in Live status, you will be required to select a checkbox to enable editing of the form. You will not be able to access the Rules Tab and make changes until you do so.</p>

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/KGQimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/KGQimage.png)

Selecting “Rules” from the Forms 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 Form.

The three dot icon to the right of the Rules Page header opens a context menu with options to view the Webform, the Webform (popup), Edit Form, Overview, Fields, Rules, Drafts, and Manage Entries.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/scaled-1680-/0Ynimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-01/0Ynimage.png)

In a form, fields are where individual pieces of data are stored. Form 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 of Inactive). Conditions and Actions are optional fields in the New Forms Rule Modal. Multiple conditions and or actions as well as no conditions and / or actions can be used.

### Rule 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.

<table id="bkmrk-the-structure-of-a-c"><colgroup><col style="width: 128px;"></col><col style="width: 265px;"></col><col style="width: 499px;"></col></colgroup><tbody><tr><td colspan="3">**The Structure of a Conditional Rule**

</td></tr><tr><td>**Part**

</td><td>**Description**

</td><td>**Example**

</td></tr><tr><td>Trigger

</td><td>What the rule watches

</td><td>Status

</td></tr><tr><td>Condition

</td><td>What must be true

</td><td>= “Pending”

</td></tr><tr><td>Action / Result

</td><td>What happens if the condition is true

</td><td>“Make Compliance Data field required”

</td></tr></tbody></table>

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

<table id="bkmrk-conditional-triggers"><colgroup><col style="width: 132px;"></col><col style="width: 210px;"></col><col style="width: 133px;"></col><col style="width: 353px;"></col></colgroup><tbody><tr><td colspan="4">**Conditional Triggers**

</td></tr><tr><td>**Main Parameter**

</td><td>**Modifier 1**

</td><td>**Modifier 2**

</td><td>**Condition**

</td></tr><tr><td rowspan="11">Form Fields

</td><td rowspan="11" style="background-color: rgb(236, 236, 236);"></td><td rowspan="7">General

</td><td>Is Equal To

</td></tr><tr><td>Is Not Equal To

</td></tr><tr><td>Matches Regular Expression

</td></tr><tr><td>Does Not Match Regular Expression

</td></tr><tr><td>Is Blank

</td></tr><tr><td>Is Not Blank

</td></tr><tr><td>Is Updated

</td></tr><tr><td rowspan="4">Numeric

</td><td>&lt;

</td></tr><tr><td>&lt;=

</td></tr><tr><td>&gt;

</td></tr><tr><td>&gt;=

</td></tr><tr><td rowspan="44">System

</td><td rowspan="2">Current Time

</td><td rowspan="12" style="background-color: rgb(236, 236, 236);"></td><td>Is Before

</td></tr><tr><td>Is After

</td></tr><tr><td rowspan="10">User / On Behalf of User

</td><td><span style="white-space: pre-wrap;">Is a Member of Certification Role </span>

</td></tr><tr><td>Is not a member of Certification Role

</td></tr><tr><td>Is valid in Certification Role

</td></tr><tr><td>Is not valid in Certification Role

</td></tr><tr><td>Has access level

</td></tr><tr><td>Does not have access level

</td></tr><tr><td>Is logged in

</td></tr><tr><td>Is not logged in

</td></tr><tr><td>Is supervised by (direct)

</td></tr><tr><td>Is supervised by (all)

</td></tr><tr><td rowspan="11">User/ On Behalf of User: Username

User/ On Behalf of User: Full Name

</td><td rowspan="7">General

</td><td><span style="white-space: pre-wrap;">Is Equal To </span>

</td></tr><tr><td>Is Not Equal To

</td></tr><tr><td>Matches Regular Expression

</td></tr><tr><td>Does Not Match Regular Expression

</td></tr><tr><td>Is Blank

</td></tr><tr><td>Is Not Blank

</td></tr><tr><td>Is Updated

</td></tr><tr><td rowspan="4">Numeric

</td><td>&lt;

</td></tr><tr><td>&lt;=

</td></tr><tr><td>&gt;

</td></tr><tr><td>&gt;=

</td></tr><tr><td rowspan="10">Logged In User

</td><td rowspan="10" style="background-color: rgb(236, 236, 236);"></td><td><span style="white-space: pre-wrap;">Is a Member of Certification Role </span>

</td></tr><tr><td>Is not a member of Certification Role

</td></tr><tr><td>Is valid in Certification Role

</td></tr><tr><td>Is not valid in Certification Role

</td></tr><tr><td>Has access level

</td></tr><tr><td>Does not have access level

</td></tr><tr><td><span style="white-space: pre-wrap;">Is logged in </span>

</td></tr><tr><td>Is not logged in

</td></tr><tr><td>Is supervised by (direct)

</td></tr><tr><td>Is supervised by (all)

</td></tr><tr><td rowspan="11">Logged in User: Username

Logged In User: Full Name

</td><td rowspan="7">General

</td><td><span style="white-space: pre-wrap;">Is Equal To </span>

</td></tr><tr><td>Is Not Equal To

</td></tr><tr><td>Matches Regular Expression

</td></tr><tr><td>Does Not Match Regular Expression

</td></tr><tr><td>Is Blank

</td></tr><tr><td>Is Not Blank

</td></tr><tr><td>Is Updated

</td></tr><tr><td rowspan="4">Numeric

</td><td>&lt;

</td></tr><tr><td>&lt;=

</td></tr><tr><td>&gt;

</td></tr><tr><td>&gt;=

</td></tr><tr><td rowspan="4">Steps

</td><td rowspan="2">No Step

</td><td rowspan="4" style="background-color: rgb(236, 236, 236);"></td><td>Is the Current Step

</td></tr><tr><td>Is Not the Current Step

</td></tr><tr><td rowspan="2">Submitted

</td><td>Is the Current Step

</td></tr><tr><td>Is Not the Current Step

</td></tr></tbody></table>

### Rule Actions

There are different categories of Form Rule Actions: Field Management, Workflow, and Other.

<table id="bkmrk-forms-rules-actionsc"><colgroup><col style="width: 240px;"></col><col style="width: 589px;"></col></colgroup><tbody><tr><td colspan="2">**Forms Rules Actions**

</td></tr><tr><td>**Category**

</td><td>**Available Rule Actions**

</td></tr><tr><td>Field Management

</td><td>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

</td></tr><tr><td rowspan="2">Workflow

</td><td>Send an Alert, Require Approval, On Approval – Send to Communications, Show Save and Next button, Do Not Allow Submission, Do Not Allow Entry to be Approved, Do Not Allow Entry to be Rejected, Save Draft and Assign, Save Draft and Run Step, Create an Action Group from Template, Configure Submittal Message

</td></tr><tr><td><p class="callout info">Save Draft and Assign allows you to create a form that has to be completed by more than one person before it is submitted. Using Save Draft and Assign requires the use of steps. The Save Draft and Run Step Action is used in conjunction with Save Draft and Assign as needed.</p>

</td></tr><tr><td>Account Management

</td><td>Assign a Supervisor, Assign a Certification Role, Remove a Certification Role, Assign Other Required Certification, Remove Other Required Certification, Edit a Custom Account Field, Create a User

</td></tr><tr><td>Other

</td><td>Use An Alternate Filename For Entry PDF, Use an Alternative Entry PDF

</td></tr><tr><td rowspan="2">Integrated Module

</td><td>Assets – Create a Corrective Action, Assets – Update an Assets Type Field, Dispatch – Attach to a dispatch

</td></tr><tr><td><p class="callout info">These options will only show if you have already configured the form to integrate with these modules. </p>

</td></tr></tbody></table>

<details id="bkmrk-how-to%3A-integrate-a-"><summary>How To: Integrate A Form with Another Module</summary>

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</details>