Dataform rules include Biz Logic, Hard Errors, and Soft Errors. These rules can trigger events, ensure that data does not become corrupt (i.e., no duplicate SSN and FEIN), and manage the requirements of a workflow, along with any number of custom functions.
- Business Logic Rules are rules that compare fields, perform calculations, change values of fields, validate values, etc.
- Hard Errors are hard and fast requirements that must be met before the action can be completed. These are most commonly used to require data be entered prior to a certain step in the process but without making it a hard requirement to save the current dataform.
- Soft Errors are used as reminders and warnings. These can be configured as custom and complex warnings or they can be simple warnings to remind someone to complete a specific field.
Click the Parameters label to get detailed explanations of how to configure parameters for many of the business rules, the Trigger Values label works in much the same way. |
Step-by-step guide
To provide an example of Business Rules configuration we will look at Configuring a SetField rule.