Rules Overview


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



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.

Have more questions? Submit a request


Powered by Zendesk