Overview
eFORMz allows you to place conditions on rules and procedures. Conditions can be placed on forms, document templates, document template objects including tables, boxes, paragraphs, rows, cells, etc., pre-condition and post-condition procedures and rules. Setting a condition on one of these objects determines whether or not the object is processed.
eFORMz supports these logical operators:
- AND
- OR
- NOT
And the following data conditional operators:
- Is equal to
- Is not equal to
- Is less than
- Is greater than
- Starts with
- Ends with
- Contains
- Matches
- Names a file that exists
- Is a number
Requirements
You can use conditions on the following objects in the eFORMz Composer:
- Document Templates and their sub objects, including boxes, tables, rows, cells, paragraphs, & etc.
- Pre-condition and post-condition procedures
- Rules
- eDirect Print, Email, and Content nodes. For example, you can send an invoice by email if the client has an email address, or print the invoice to be mailed if the client has no email address.
Functions, variables, constants, and object attributes cannot have conditions.
Procedure
Be sure you understand the logic of your requirement. You can have groups and nested Boolean AND and OR conditions. The following example sets conditions on two rules, one to place the Christmas logo every day in December, and the other to use the standard logo the rest of the year.
- Right-click Standard Logo > Add AND Condition > Contains.
- In the variable field, select Current Month (Long), and in the value field, type December. Click OK.
You can see the condition applied to the rule.
- Do the same for the Christmas Logo.
- To change the condition for Standard Logo to the negative, right click the condition > NOT. The Standard Logo is used when the value does not contain December. The Christmas logo is used during December.
Assistance
If any further assistance is needed, please contact our Support team.
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