Last Updated: January 29, 2021

Configuring the automation rules follow the IF-THEN logic. The rules are the conditions that need to be met. To configure your automation rule, you have to define the following:

Property Origin - the property you want the rule to refer to. You can choose among the following: DDM, Form Value, or Input.
Condition - the operator that links the rule between property origin and operand origin.
Operand Origin - this is where the value of the Property Origin is being compared.

PROPERTY ORIGIN

There are three types of property origin:

DDM
Form Value
Input

DDM

The DDM can be used the data will come from a Dataset or Record table. For this, you have to configure the following fields:

Table Name - the dataset or record where the data will come from
Display Column - displays the data from the selected field
Key Column - refers to the unique identifier of a specific data in the dataset or record
Key Value Origin - source of the value that you will use to meet the condition



FORM VALUE

The Form Value lets you call fields from your form.



INPUT

The Input allows you to dictate a specific value.



CONDITION

The condition is what determines when your rule will occur, and is composed of the following options:

Equal
Greater than
Less than
Greater than or Equal to
Less than or Equal to
Not Equal to
Contains
Starts with
and Ends with



OPERAND ORIGIN

The Operand Origin serves as the determinator of your property origin. It also has the same options as the Operand Origin.



Once you’re done setting the rule, save it. You can then configure any action you want when the rule occurs.

RELATED ARTICLE(S):
Setting Up the Automation Layer

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