Automate

Hi everyone,

I am trying to set up a rule in an Evolve solution to execute on form load at a certain approval step in the workflow, but then disable that rule on subsequent nodes in the process. I did not see any plug-ins or approval node settings that were tied to enabling or disabling rules, but perhaps I am missing something. Does anyone have a solution for developing this functionality? 

Thanks in advance! 

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Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
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Hi Alex,

You can use  Custom javascript rules instead of window rules.

just add a view condition outside your rule as mentioned below :

if($form.formView == "your_View_Name")

{

// Rule to execute

}

else

{

// rule to execute

}

Hope this helps.

Regards

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Hammad Naeem
Precisely Software Inc.
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Hi Alex

If the approver has a form view of their own, you can simply add the rule at the form view level.

click on the view name, then properties on the right, and then Rules.  Those rules on the view level will always run on load and will only run on that view - no need to disable it.

Hope that helps,

Sigrid

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Sigrid Kok
Precisely Software Inc.
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Thank you both for the quick replies. I have been using a single form view for certain approvals downstream in the workflow, but it shouldn't be a problem to create individual views for these specific approvals if that's the best approach. Thanks again!

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Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
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Original Message:
Sent: 11-28-2023 10:16
From: Sigrid Kok
Subject: Run Rule on Form Load - Single Execution

Hi Alex

If the approver has a form view of their own, you can simply add the rule at the form view level.

click on the view name, then properties on the right, and then Rules.  Those rules on the view level will always run on load and will only run on that view - no need to disable it.

Hope that helps,

Sigrid

------------------------------
Sigrid Kok
Precisely Software Inc.
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