Table of Contents

 

Learning Objectives

 
  1. Master how to configure the show/hide logic of worksheet fields using business rules.
  2. Understand the priority between field attributes such as show and hide.
  3. Identify and resolve field show abnormalities caused by rule conflicts in the configuration of multiple business rules.
 

Scenario Case

 
When designing the event registration worksheet, MEGA Company added a new field: "Registration Entity" (Single-select Box with options "Company" and "Individual"). The event registration worksheet includes the following fields: Name, Contact Number, Email, Registration Entity, Company Name, Position, Referrer.
 
MEGA Company hopes that when users register, different filling contents will be showed according to the selected Registration Entity (Company/Individual).
Registration Entity Selection
Fields to show
Fields to Hide
Company
Name, Contact Number, Email, Company Name, Position
Referrer
Individual
Name, Contact Number, Email, Referrer
Company Name, Position
 
To this end, they configured the following two business rules:
  • Rule 1: When Registration Entity = Company, show Email, Company Name, Position;
  • Rule 2: When Registration Entity = Individual, show Email, Referrer.
 
However, after testing, it was found that when filling out the registration worksheet, regardless of whether the Registration Entity is Company or Individual, the Email field is not showed. Please help them troubleshoot the problem and configure reasonable business rules.
 

Operation Guide

 

Presentation Effect of Incorrect Business Rules

 
  1. Create a record in the event registration worksheet. When selecting Company, the Email field is not showed.
 
 
  1. When selecting Individual, the Email field is also not showed.
 
 

Analysis of Error Causes

 
For show and hide actions, execute the action when the condition is met, and execute the opposite action when the condition is not met. When there are multiple rules, they are superimposed according to the priority of field attributes. When field attributes are superimposed, they take effect according to the priority (Hide > Show). When a low-priority attribute conflicts with a high-priority one, the low-priority one becomes invalid.
 
Therefore, when the Registration Entity is selected as Company or Individual respectively:
 
  • Company: For the Email field, Rule 1 (Show) + Rule 2 (Hide). Since Hide has a higher priority, the result is Hide.
  • Individual: For the Email field, Rule 1 (Hide) + Rule 2 (Show). Since Hide has a higher priority, the result is Hide.
 

Configure Correct Business Rules

 
Since the original field attribute of the Email field is Show, it is only necessary to exclude the hiding effect of business rules on it.
 
  1. Enter the Business Rules configuration page and modify Interaction Rule 1 to show Company Name and Position (remove the originally displayed Email field).
 
 
  1. Modify Interaction Rule 2 to show Referrer (also remove the originally displayed Email field).
 
 

Effect After Modification

 
  1. When selecting Company, Email, Company Name, and Position are displayed.
 
 
  1. When selecting Individual, Email and Referrer are displayed.
 
 

Hands-on Practice

 
Now, click the "Open the Practice App" button in the upper right corner of the page to access the hands-on application designed for this course, and start practicing!