Defining Routing Logic for Dynamic Forms

For example, based on a specified condition ("Pressure 1" <10), a selected action Type ("Visible") will be applied to the selected Field ("TextArea").

Creating a simple Routing

To create a simple Routing:

• Click the Logic Tab.
  Click the Logic tab.
• In the Routing Section click the Plus button to create a new logic Routing.
• Specify a Sequence. This will determine the order in which multiple Routing conditions will be combined. 
• Select a From Field.
• Select a logic Operator. The following Operators are available: "Equals", "Not Equals", "Any", "Empty", ">", "<", ">=", "<=".
• Specify a From Value or Lookup List Option (it will depend on the Field's Control Type). Take note that the Operators "Any" and "Empty" do no require a From Value / Lookup List Option.
  To specify a condition you need to select a From Field, a logic Operator and the From Value / Lookup List Option.
• Select a Block Type. This will determine how this Routing condition is combined with the next Routing condition in the sequence.
• Select the To Field, To Section or To Stage. The selected action Type will be applied To the selected Field, Section or Stage if the condition is true. (For action Type "Default value" also select the To Value and for action Type "Lookup Option Visible" also select the To Lookup List Id(s).)
• Select the Type of action to apply:
  • "Visible" - the selected (To) Field, Section or Stage will be only visible if specified condition(s) are true.
  • "Enabled" - the selected (To) Field, Section or Stage will always be visible, but only enabled if specified condition(s) are true.
  • "Default Value" - the selected (To) Field will be filled with the specified Default value, i.e. the (To) Value, if specified condition(s) are true.
  • "Required" - the selected (To) Field, Section or Stage will be required (marked in yellow), if specified condition(s) are true.
  • "Lookup Option Visible" - for the selected (To) Field, only the selected (To) Lookup List Id(s) will be visible if specified condition(s) are true.

Select the Data Field / Section / Stage to which the action Type will be applied if the condition is true. 

• Click Save.

Combining Routing Conditions

When multiple Routings define the same outcome, i.e. the same action Type applied to the same (To) Field / Section / Stage, then the conditions are combined in the following manner:

• Conditions are combined sequentially.
• The Block Type ("And" / "Or") determines how the current and the next Routing conditions are combined. Note: The Block Type of the last routing in the sequence is not relevant.

The Block Type determines how the current and next Routing conditions are combined.

Simplified cases - all "And" or all "Or"

• In the simplified case when the Block Type for all Routings are "And", this means that all Routing conditions must be true, for the action Type to be applied to the selected (To) Field, Section or Stage.

When Block Type for all routings are "And", then all conditions must to be true, for the action to be applied.

• In the simplified case when the Block Type for all Routings are "Or", this means that only one of the Routing conditions must be true, for the action Type to be applied to the selected (To) Field, Section or Stage.

When Block Type for all routings are "Or", then only one conditions needs to be true, for the action to be applied.

Adding Routings in Bulk

When a single condition and action type is to be applied to multiple Fields / Sections / Stages, you can create the Routings in Bulk.
To create Bulk Routing:

• Click the Bulk add button.

Click the Bulk add button.

• Specify the action and condition by selecting the Type, From Field, Operator, and  a From Value / Lookup List Option (depending on the Field's Control Type). 
• Specify the Block Type. Note: The Routings that you are creating here in Bulk are not combined with each other, since each of them apply the action to a different To Field / Section / Stage. However, the Block Type becomes applicable if other Routings also apply actions to the any of the To Fields / Sections / Stages that was selected here.
• Specify multiple To Fields, To Sections, and To Stages.
• Click Insert.
• Click Save.