Write a Condition with AI
Describe in plain words when something should happen, and the E-form designer fills in the condition for you using the fields on your form. You see the proposed condition first, and it goes into the box only when you click Apply.
The feature is there for administrators when the site is licensed for AI and has a Configuration AI Limit above 0.
Where to find it
In the E-form designer, the Write this condition with AI button sits on these condition boxes:
- Field Required When, Field Enabled When, Field Disabled When, Field Visible When and Field Hidden When in a field's Conditions (Enabled/Visible Settings) section, and Panel Toggled Closed When on a Panel.
- A page's Hidden When, beside the field list.
- A Table's Row Enabled When, Row Disabled When, Row Visible When and Row Hidden When.
- Show When in the Tab Properties of a tab and in the Slide Properties of a Carousel slide.
- Show When on an option of a Button Bar, a Toolbar or a button menu, and Execute When on a step of a Multi-Action.
- Run When on a Timer.
The conditions in a Table column's Column Properties do not have the button.
Writing the condition
- Describe when it should happen, the way you would explain it to a colleague. For example: when the amount is over 5,000 and the department is Finance. You can name fields by the label people see on the form or by their field name.
- Click Write Condition, or press Ctrl+Enter.
- The proposed condition appears, showing the field, the operator, the value and, when one is needed, the calculation, with a short explanation underneath.
- Click Apply to put it into the box. If the box already held a condition, it is shown under the description as Currently, and Apply replaces it. Ctrl+Z in the designer undoes it.
To try a different wording, change the description and click Write Again.
How the condition is written
The designer already knows which box you opened it from, so the condition is written for that box. If you open it from Field Hidden When and describe when the field should show, the condition comes back turned around so that it hides the field the rest of the time, and the explanation says so.
A simple rule uses one field, an operator and a value, such as Amount, Greater Than Number, 5000. Anything more becomes a -Computed Values- condition: a calculation that comes out true or false, with the operator Equals and the value true. That covers two or more tests together, dates, totals, a value in the same row of a Table, and the entries of a Repeater.
A condition can also look at the person filling in the form, their teams, the workflow step, where the form is shown, whether it has been saved and the device, the same choices described in Field Conditions.
Checking the result
Before Apply is offered, the designer checks the whole condition: the field is on the form, the operator is one that field offers, a value is there when the operator needs one, and a calculation is there for -Computed Values-. A field inside a Repeater can only be checked by a condition inside the same Repeater. If anything does not fit, Apply stays off and the reason is listed.
A calculation also goes through the designer's computation check. If that finds a problem, the warning There MAY be an issue with your computation appears beside it. You can still apply the condition and correct it, or describe it again.
If the form has no field the condition needs, nothing comes back to apply and the explanation says which field is missing.
TIPS
- Say what should happen in the words the box uses, such as show, hide, require or lock, and name the fields involved.
- Use only one box of each pair on a field. A field with both Field Visible When and Field Hidden When set shows only while the first is true and the second is false.
- Save the form and use Open as Test to try the condition with real entries.
NOTE ON (AI): Writing a condition with AI consumes tokens from the Builder pool and may incur extra fees. Check with your sales rep for more information. Please verify all results, as AI can make mistakes.