Conditions and Actions in App Builder

Conditions and Actions are rules configured in an App that determine how certain section and fields in an App work when data is entered into the App. Conditions and Actions can be used to create conditional logic, input validation, calculate scores, set values etc.

There are two types of Conditions and Actions immediate and scheduled. Immediate actions are executed when the data is entered into the App or after saving the record. Scheduled actions are executed at the specific data or time configured in the action.

Step-by-step Instructions:

1. To create a new condition, navigate to the App and click on “Modify”
   
   
2. Click on “App Settings”
   
   
3. Click on “Add”
   
   
4. Select a field from list of fields in the form for “Condition 1”
   
   
5. Select the “operator”
   
   
6. Select the “Value” if applicable
   
   
7. Select the “Action”
   
   
8. Select the field on which the action needs to be performed
   
   
9. Click on “Save”
   
   

 Different types of fields will have a different sets of operators for conditions and actions.
List of operators for conditions:

• Empty
• Not Empty
• Equals
• Not Equals
• Contains
• Does not contain
• Greater Than
• Less Than
• Greater Than or Equal
• Less Than or Equal

List of operators for Actions:

• Hide
• Show
• Enable
• Disable
• Require
• Optional
• Set

Field Information Table

Related articles

• Page:
  Finding out the configured Data source Name
• Page:
  Open Existing Data Source
• Page:
  Incident Severity For all other Incident Type
• Page:
  Incident Severity for Near Miss
• Page:
  Locking Audit