Rules

The Rules section lets you create dynamic behavior in your Smartform.

You can use rules to:

• React to incoming data
• Modify values
• Control how the form behaves

Rules are typically used together with API, Workflows, or Datasets.

How Rules work

Rules depend on variables (input data) and are processed in a specific order.

A typical setup looks like this:

1. Define variables
2. Transform data using rules
3. Test and verify the result

Each step builds on the previous one.

Step 1: Variables

Variables are the foundation of the Rules system.

They represent data that is passed into the Smartform, for example from:

• API
• Workflow
• Dataset (for testing)

Examples of variables:

• Name
• Age
• Address
• IDs
• Lists or tables

Variables are used in:

• Data Transformation
• Show/Hide rules
• Page Templates

💡 Without variables, rules cannot run.

Step 2: Data Transformation

Data Transformation rules let you process and modify data.

You can:

• Update variable values
• Apply logic (IF / ELSE)
• Split or group data
• Prepare values for other rules

Rules are executed from top to bottom, and each rule can use results from previous ones.

Step 3: Test Runner

The Test Runner helps you verify that your rules work correctly.

You can:

• Enter test values
• Run all rules
• See the output
• Validate logic before going live

Key points

• Variables must be created before they can be used
• Rule order affects the result
• Test Runner does not change live data

Summary

To work with Rules:

1. Define your variables
2. Create transformation logic
3. Test everything before use

Following this process helps you build reliable and easy-to-maintain Smartforms.