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BETA: Form Level Rules - Overview

Overview

Form Level Rules is currently in BETA and has not officially been released to all users.  To join our beta program, contact us at fastfieldsupport@mergemobile.com.

Watch a Video Intro

The latest version of FastField comes packed with an extremely powerful and robust rules engine.  The rules engine is in beta and equips you with more capability with advanced skip logic, calculations, and workflow. The updated Rules Engine will introduce the following new features:

1. Form Level Rules

2. Calculations / Variables 

3. Action Alerts for Summarization

4. Conditional Workflow

Why did we extend our existing Rules Engine?

The current rules engine supports a very dynamic and flexible scripting language, which allows you to embed virtually any business logic required in your forms.   The drawback to scripting is it requires some level of technical knowledge of the Javascript programming language.  Our goal was to provide that same level of power and flexibility, but in a Graphical User Interface (GUI), making it much simpler to setup and maintain.

 

Form Level Rules -  You can now write rules that span multiple fields and fire multiple actions in a single rule.  Traditionally, rules could only be written at the field level and could only evaluate a single field's values at a time.  To get around this limitation one would have to setup a script rule.  

Form Level Rules removes that restriction providing the ability to combine multiple fields into an individual rule.  This capability is often referred to as "ANDs" and "ORs".  

Script Rule:

With Script Rules, a rule may look something like:

if (IssueFound == true && Severity == 'High')
{
   show('WhatIssueWasFound');
}
else

    hide('WhatIssueWasFound');
}

Instead of writing script to accomplish this, a Form Rule can be setup as shown in the following screenshot:

The screen provides a graphical user interface to select from your field list and available functions, requiring limited or no programming experience.

Calculations / Variables -  You can now perform basic arithmetic directly in your form without the need for script.  For example, you might want to find the total sum of 3 numeric fields.  In the existing Rules Engine you would need to write Calculated script such as the following:

var total = 0;

total = total + float($numeric_field1$);
total = total + float($numeric_field2$);
total = total + float($numeric_field3$);

return total;

The equivalent in the new Rules Engine can be setup using the Variable builder screen as shown below:

In the example above, the variable, Total Issue Count, will automatically sum the 3 fields.  Variables are available to display in your form using the Variable Display field type and can be used in Rule conditions.   Variables can also be referenced in other Variable formulas.   

Action Alerts - Action Alerts can be leveraged for several purposes.  You can think of Action Alerts as notices or tasks that are being triggered by conditions or how a form is completed.  For example, these alerts can be used as a summarization of issues that were identified in an inspection form.  Alerts can also be used to drive specific workflow actions when your form is submitted.  So the case of an inspection form, your workflow may Forward a form to a Sr. Inspector if the "High Severity Issue" alert was triggered during the inspection.  The following screenshot illustrates the use of an Alert in a Form Rule:

Field Level Rules - Field Level Rules are still available as well as a convenient way to trigger action off of a single field value.

Backwards Compatibility

With all this added capability, the app is still 100% backwards compatible so you don't need to re-build your existing forms.  

How to Setup Form Level Rules

For a guide on how to setup Form Level Rules, please click here

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