Creating Rule-Driven Documents Based on Business Logic : Element and Flow level

Applying Element-Level Business Logic

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Users can apply business logic directly to individual elements or group multiple elements together and apply the logic collectively.

Grouping Elements: 

1. Select the elements you want to group:
2. Hold the Shift key and click on each element, or Drag over the area containing the elements to select them. 

3. Right-click on the selected elements to view the available options: Group and Add Business Logic. 



4. Click Group. A modal window will appear prompting you to provide a name for the grouped elements. 



5. Enter a name and save. The selected elements will now be grouped. 

Once the elements are grouped, follow these steps to apply business logic:

1. Select the grouped element and right-click on it.


2. Click on the Business Logic option. A modal will open to configure logic for the grouped elements. 

3. If business logic has already been defined elsewhere in the document, you can select it here. Otherwise, you can create and apply a new logic. 

4. The Section Name shown in the modal corresponds to the group name you assigned while grouping the elements.

5. Choose a variable for the element group and assign the required logic.

Note: At the element level, only a single rule can be applied. In contrast, block-level business logic supports multiple rules for the same block.

6. Click Apply this Logic. The business logic is now applied to the grouped elements. 

7. Users can edit or delete business logic from the Preview and Download section.

When applying business logic to a single element, the same steps are followed. However, you will need to manually provide a Section Name for that element, since the system does not automatically generate one as it does for grouped elements.

Applying Flow-Level Element Logic

Business logic can also be applied to an entire flow. To do this, follow the steps below:

1. On the top-right corner of the page, click the Add Business Logic button.

2. A modal window will appear for configuring the logic. 

3. Select a variable and define the necessary logic.

4. Click Save Logic. The business logic will now be applied to the entire flow.

VIDEO DEMO:

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