Form Rules Tab

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.

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.

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.

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

Rule Actions

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

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	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
Workflow	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.
Account Management	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
Other	Use An Alternate Filename For Entry PDF, Use an Alternative Entry PDF
Integrated Module	Assets – Create a Corrective Action, Assets – Update an Assets Type Field, Dispatch – Attach to a dispatch
Integrated Module	These options will only show if you have already configured the form to integrate with these modules.

How To: Integrate A Form with Another Module

To integrate another module into a form, go to the Home Page in the Forms Module. Click the three-dot icon to the right of the form you wish to edit opening the specific form’s context menu. Select “Edit Form”.

This opens the “Edit Form Modal”.

Under the Basic Setting section, a dropdown menu follows “Allow integration With”. Select the modules you wish to integrate into the form.

Select “Save” and the form will now be visible within the modules selected.

Forms Module Summary

Understanding Forms

Understanding Form Aggregations

Understanding Fields: Form, Formatting, and Utility Field Explanations

Form Fields Tab

Form Rules Tab

Forms Home Page

Manage Form Entries Page

Form Groups Page

Form Settings Page

Forms Email Alert Summary

Complete List of Forms Module How Tos

Form Rules Tab

Rule Conditions

Rule Actions