Rule template sets

Rules used in form workflow can often repeat or be very similar. To avoid having to create every rule repeatedly, you can build your own rule library and use it later to create the workflow for individual forms. Rules created earlier can be added to the template library too.

The individual rules in the library are organized in groups, and you can create any number of groups you like. The Stand-alone Templates group is used for the templates that do not have their own group.

Open the Rule Template Sets screen by going to ADMINISTRATION  Rule Template Groups  Rule Template Groups.

Create a new rule template group by entering its name in the field New rule template set name and clicking Create.

You can delete a group any time by clicking Delete this rule template set on the corresponding line in the group list.

Click Modify this rule template set to display the group contents. You can use this screen to order the templates in this group (using numbers in the Order column or the blue arrows placed on the far right), edit () or delete () them.

Enter a name in the field Add a rule template and click Create to add a new template in the list. You can then edit it using the button.

Click Modify this rule template to display the properties of a selected template.

They are structured the same way as rule properties, and you can also edit them the same way. Editing rules is also described in chapters Setting up the first rule and following.