Rules Overview

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Note: If your rules screen looks different from the image below, click here

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The designer offers three types of rules.  For more information about each rule type, click the name in bold below.

Value: Set the value of a field based on other fields in the document.

Validation: Compare the field's value with a pre-defined format (e.g. URL, email address, phone number) or a regular expression.

Conditional Mandatory: Evaluates whether a field should be optional or required based on other fields in the document.

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