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Use the following steps to add information for a coding rule:
The Conditional Coding Rule contains the following fields for basic information about the rule, the conditions for the rule, and the action message displayed when the rule is not fulfilled:
Basic Information:
Rule:
Action:
This example shows how to create a Conditional Coding Rule that ensures a user selects an option for the Issue Designation field if they chose Responsive in the Responsiveness field. It will display an error message and prevent saving if no Issue Designation selection is made.
Basic Information values:
Rule section values:
Action value:
When the user selects Responsive in the Responsiveness field on the Coding Layout form but does not enter an Issue Designation, the rule's message displays. The user will not be able to save the form until the proper action is executed:
When building a condition, use only the operators supported by the field type chosen in the Validation Type drop-down box. The table below displays a checkmark for each operator supported by specific field types.
Operator | Current User | Fixed Length Text | Long Text | Multiple Choice | Single Choice | Yes/No |
---|---|---|---|---|---|---|
Is | ü | ü | ||||
Is Not | ü | |||||
Is Set | ü | ü | ü | ü | ||
Is Not Set | ü | ü | ü | ü | ü | |
Contains | ü | |||||
Has Changed Do Not Include Initially Set | ü | ü | ü | |||
Has Changed Include Initially Set | ü | ü | ü | |||
Is In Groups | ü | |||||
Is Not In Groups | ü |
Conditional Coding Rules provides operators that you can use to control whether the rule executes on a layout that does not contain any initial values. In general, the fields on the layout will not contain any values when a user first begins to code with it. You may not want your rule to fire when initial updates are made. You could use the operator called Has Changed Do Not Include Initially Set to add a condition in the rule. When you set this condition, the rule executes as follows:
For example, the layout contains a required Responsiveness field that is not set when the user initially accesses the layout. You would not want the rule to execute and display an error message the first time that a user updates the field, on subsequent changes.
In addition, you may want to add a condition that ensures the rule executes when the user changes an existing value on a layout. You could use the Has Changed Include Initially Set operator to add this condition. When you set this condition, the rule executes as follows:
For example, you may want the rule to execute only after the Responsiveness field on a layout has been updated to a new value. When a user changes the value from Not Responsive to Responsive, or from unset to Responsive, you may want to execute the rule to ensure that the Issue Designation field is also set.
Your coding rule may require more complex nesting or parenthesis to achieve the desired outcome. Click the + Logic Group button to add a container to the rule. Drag individual condition cards into the logic group using the six-dot drag handle on the left side of the card. The logic is represented at the top of the condition builder.
Logic groups can be nested within other logic groups to a depth of three levels.
To reorder logic groups, hold the left mouse button down on the six-dot drag handle on the left side of the card and drag it to the desired position. Alternatively, a single left click on the six-dot icon displays an up and down arrow to control ordering.
To remove an entire logic group and its contents, use the trash can icon located at the top right of the logic group box. However, if you wish to retain any condition cards or groups within the logic group, drag them out of the box before deleting the logic group.
Use either option below to update a rule:
Changes to one workspace's coding rule will not impact other Relativity workspaces with similar rules.
To delete a coding rule:
This does not impact any other workspaces where similar rules may exist.
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