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7.2. Configuring conditions
Conditions are user configured boolean (true or false) expressions that drive system behavior. A condition statement or clause may be singular or may be evaluated in conjunction with other clauses using AND (All of the following) or OR (Any of the following) to create more complex expressions.
Condition name
Each condition must have a unique name. Once the condition is defined it is available throughout the eForm or Document package's condition lists.
Condition field
The comparison field is selected from the eForm's field set. The field's type controls the operator list and comparison values. For example, if the comparison field is numeric, numeric comparisons are available. If the comparison field is a drop down list, the comparison values are automatically filled with the drop down list's options.
Condition operator
The operator controls the type of comparison.
| Operator | Description | Available |
|
After |
True if the comparison field's value is after the comparison value. |
date, time |
|
All |
True if all of the checkbox group items have been selected. |
checkbox groups |
|
Any |
True if any of the checkbox group items have been selected. |
checkbox groups |
|
Before |
True if the comparison field's value is before the comparison value. |
date, time |
|
Between |
True if the comparison field's value is equal to either of the two comparison values or within the range of the two comparison fields. |
numeric - (integer, decimal) |
|
BetweenDate |
True if the comparison field's value is equal to either of the two comparison values or within the range of the two comparison fields. |
date, time |
|
Contains |
True if the value of the comparison field includes the comparison value text. |
alphanumeric (text) |
|
EndsWith |
True if the value of the comparison field concludes with the comparison value text. This is a case sensitive comparison. |
alphanumeric (text) |
|
Equal |
True if the value of the comparison field is the same as the comparison value. This comparison is case-sensitive. |
alphanumeric (text, numeric, checkbox, code list) |
|
EqualNoCase |
True if the value of the comparison field is the same as the comparison value. This comparison is not case-sensitive. This is available in advanced conditions only. |
alphanumeric (text, numeric, checkbox, code list) |
|
Greater |
True if the value of the comparison field is larger than the comparison value. |
numeric - (integer, decimal) |
|
GreaterOrEqual |
True if the value of the comparison field is the same or larger than the comparison value. |
numeric - (integer, decimal) |
|
IsEmpty |
True if the value of the comparison field has a blank value. |
alphanumeric (text, integer, decimal, date, checkboxes, code list) |
|
IsGuestUser |
True if the user is the guest user. (Advanced condition) |
none |
|
IsInGroup |
True if the value of the user is a member of the comparison value's LDAP or AD group. |
alphanumeric (text) |
|
IsNotEmpty |
True if the value of the comparison field is not blank. |
alphanumeric (text, integer, decimal, date, checkboxes, code list) |
|
IsNull |
True if the value of the comparison field has a no value. This operator should only be used in advanced comparisons. |
alphanumeric (text, date, checkbox) |
|
IsOpenForm |
True if the eForm is running in OpenForm mode. (Advanced condition) |
none |
|
IsSigned |
True if the document has been signed. (Advanced condition) |
none |
|
LastMonth |
True if the comparison field's date occurs within last month. |
date, time |
|
LastSixMonths |
True if the comparison field's date occurs within the last 6 months. |
date, time |
|
LastTwoWeeks |
True if the comparison field's date occurs within the last 14 days. |
date, time |
|
LastWeek |
True if the comparison field's date occurs within the last 7 days. |
date, time |
|
LastYear |
True if the comparison field's date occurs within the last 365 days. |
date, time |
|
Less |
True if the value of the comparison field is smaller than the comparison value. |
numeric - (integer, decimal) |
|
LessOrEqual |
True if the value of the comparison field is the same or smaller than the comparison value. |
numeric - (integer, decimal) |
|
None |
True if none of the checkbox group items have been selected. |
checkbox groups. |
|
Not |
True if checkbox is not selected. |
checkboxes. |
|
NotAll |
|
checkbox groups. |
|
NotEqual |
True if the value of the comparison field is not the same as the comparison value. |
alphanumeric (text, integer, decimal, checkboxes, code list) |
|
OneOf |
True if the value of the comparison field is found in the set of comparison values. |
alphanumeric (text, integer, decimal, checkboxes, code list) |
|
OnOrAfter |
True if the comparison field's value is after the comparison value or equals the comparison value. |
date, time |
|
OnOrBefore |
True if the comparison field's value is before the comparison value or equals the comparison value. |
date, time |
|
StartsWith |
True if the value of the comparison field begins with the comparison value text. This is a case sensitive comparison. |
alphanumeric (text) |
Condition value
Comparison values may be any constant value such as a given text string or number. They may also be other eForm fields.
Condition Examples
A simple example of a condition would be a test of a field's value. For example, evaluate the value of a preferred contact list (shown below).
Here the condition's name is contact_ph_required. The condition's field is contact_optlist. Its operator is set to Equal, and its value is the "Home Phone" selection.
A more complex example, would involve displaying a preferred contact time if the user entered a home phone number or a cell phone number. Note in the example below "Any of the following" is selected.