Rules

With rules, document templates can be designed to adapt to the process flow. This allows specific areas to be shown or hidden automatically. This enables document templates to adapt dynamically to the progress of the process without needing to create multiple versions of a document template.

To manage the rules of a template, you can open the rule management using the following button on the top right side of the template designer:

Rules

Using the Insert rule button, you can add a new rule.
Each rule consists of one or more conditions, as well as one or more actions. The condition describes when this rule should apply, and the action describes what happens when the condition is met.

You can rearrange the rules using the cross (). If an element is affected by multiple rules, the last rule is applied.

Each rule has the following properties:

• Display name:
  The display name helps you keep track of the different rules. Otherwise, the display name has no effect.

Conditions

Each rule has one or more conditions. These conditions specify when the actions of the rule are executed.
Conditions have the following configuration options:

• Select value:
  Here you select the value to be checked using a placeholder. This could be, for example, a value from a form, the result of a query from an external system, or even the logged-in person.
• Select operator:
  Once you have selected a value, the available operators are displayed here. This allows you to determine whether the selected value should match a specific value, consist of more than one value, or check a person's group membership.
• Select comparison value:
  Here you define the comparison value. You can manually enter fixed values or reference another value using a placeholder.

Actions

In this section, you determine what effects the rule should have on the template.
For each action, you define the following properties:

• Element:
  Here you select the element or section that is affected.
  info

  Only saved elements and sections with an internal name appear here. If an element does not appear here, you must assign an internal name and save it temporarily.

• Action:
  Here you can determine which action is performed. Note that linqi always executes exactly the opposite if the condition is not met. The following actions are available:
  • Hide:
    This action hides the element if the condition is met. If the condition is not met, the element is displayed instead.
  • Show:
    This action shows the element if the condition is met. Otherwise, the element is hidden.