This article walks you through how to configure Business Rules on your Plan Details forms, including the new User-Aware capability that lets rules evaluate Plan User Fields against the logged in user, their security groups, and their teams.

Note: For conceptual information about what Business Rules are and how they work, see [What are Business Rules in OnePlan].

What Can I Do with Business Rules on the Plan Details Form?

Business Rules let you customize the behavior of your Plan Details forms through simple configuration with no custom JavaScript required. This makes managing plans more efficient and aligned with business needs. With Business Rules, you can set up:

• Conditional Field and Section Visibility: Show or hide fields and entire sections based on plan data, ensuring users see only what’s relevant.
• Conditional Required Fields: Automatically require field values when certain conditions are met, improving data completeness.
• Conditional Read-Only Fields: Make fields read-only under specific scenarios to protect critical information.

How to Configure a Business Rule

Open the Form Editor

You can open the Form Editor from two locations:

From the Global Navigation:

1. Click Setup to enter Setup Mode.
2. Click the Edit icon next to the Area where your desired Plan Type is located. This opens the Editor.
3. Click the Form Editor tab.
4. Select the desired Plan Type from the Plan Type drop-down.

From the Details tab of a Plan:

1. Go to the Details tab of the desired Plan Type to create or update the Plan Details form.
2. Click the Configure icon in the top right of the form to open the Form Editor.
   

Create the Business Rule

1. Click the Content button. A panel will open on the right side of the screen.
   
2. Go to the Business Rules tab and click Create new. The Add Business Rule form will open.
   
3. Enter a Name for the Business Rule.

Configure a Trigger for the Business Rule

Triggers define the conditions that automatically start an action when those conditions are met.

1. Choose the logic type. At the top of the Trigger section there are two options:
   • AND: All conditions must be true for the trigger to activate.
   • OR: Any one condition can activate the trigger.
2. Add a rule. A rule includes a field, an operator (like equals or contains), and a value.
   • Select your field, operator, and value.
   • Click Add rule to add additional rules.
3. Add a group (optional). Groups let you combine multiple rules under separate logic sets, which is useful for complex conditions.
   • Click Add group.
   • Inside the group, add rules and choose AND/OR logic for that group.

Configure a User-Aware Trigger

Business Rules can evaluate Plan User Fields against the logged in user, their security groups, and their teams. This lets you drive field behavior based on who is viewing the plan, not just what the plan contains.

1. When adding a rule, select a Plan User Field (for example User is in Enterprise Team, or User is in Security Group) as the field.
2. Choose the operator that fits your scenario (for example, equals or contains).
3. Set the value to one of the following:
   • Current User's Security Group: Evaluate the field against the security groups the logged in user belongs to.
   • Current User's Team: Evaluate the field against the teams the logged in user belongs to.
4. Click Add rule to save the user-aware condition.

Select the Actions for the Business Rule

Choose what will happen when the Business Rule is triggered:

• Hide Fields: Selected fields will be hidden when the Trigger conditions are met.
• Required Fields: Selected fields will be marked as Required when the Trigger conditions are met.
• Read Only Fields: Selected fields will become read-only when the Trigger conditions are met.
• Hide Sections: Selected form sections will be hidden when the Trigger conditions are met.

Note: Fields marked as required are for guidance only. Required fields are not enforced by the system.

Save the Business Rule

1. Click Save. The Add Business Rule form will close.
2. Click Save on the Form Editor.

Related Resources

• What are Business Rules in OnePlan