Form rules offer a different set of actions to those which are available in page rules. This is because actions performed when the form is completed may not affect the form itself.

Create document

This action starts the Document creation activity immediately after the form completes, using a particular document template.

The advantage of using this action over, say, a document workflow or process model is that the form can supply the document builder with an object containing the form's output (directives). You can map this information onto fields in the template (to do this, select the 'interactive form fields' option under Extensibility on the Fields tab of the document template editor and then select the form you want to use). Note that only one file can be referenced in the template; if the form contains multiple File records, only the first will be used.

Alternatively, the document can be generated non-interactively. In this mode of operation, the document is not uploaded to ContactsLaw - however you can specify whether to open, save, print, register or send the generated document. If you choose to send the document, you can select a covering letter template to use.

Open hyperlink 

This action navigates to a URL (web address, e-mail link or ContactsLaw URL) or opens another form immediately after the current form completes. This is useful for chaining forms together or creating an activity which ends on a website.

Unlike the hyperlink control, this action cannot utilise the output of another form, however it can pre-populate the records and controls of the form it opens.

Open contact tab

This action opens the contact tab for one of the contact records that the form operates on. This is useful for displaying a newly-created contact to the user once the form has been completed.

Open file tab

This action opens the file tab for one of the file records that the form operates on. This is useful for displaying a newly-created file to the user once the form has been completed.

Print/export

This action builds a printable version of the form (in HTML format), which you can elect to print, print preview, save, register or send. You can also control whether the form's header and footer are included on each page.

Set journal notes

This action sets the notes on the journal attached to the activity to which the form belongs, if any. As the notes field allows rich text, you would typically obtain the notes from a Text Area control with the 'Use rich text format' option set to 'Yes'.

See also

Interactive Forms Framework