How to Create Business Rules for Plan Details Forms in OnePlan

Direct Answer: How to Create Business Rules for Plan Details Forms in OnePlan

To create a Business Rule for a Plan Details form in OnePlan, open the Form Editor for the desired Plan Type, select the Content button, and go to the Business Rules tab. Select Create new, enter a Name, configure a trigger (the field conditions that activate the rule), and choose the actions the rule should apply — hiding or requiring fields, making fields read-only, or hiding entire sections. Business Rules can also evaluate Plan User Fields against the logged-in user’s security groups or teams. Select Save on the rule and again on the Form Editor to apply it. As a shortcut, you can also select Create new from the Business Rules section of a field’s Field Settings, which opens the same rule builder — that same section also lists which existing rules already apply to that field, with Edit, Duplicate, and Delete options for each.

What This Article Covers: Business Rule Configuration

This article explains how to create a Business Rule on a Plan Details form, including how to configure standard field-based triggers, user-aware triggers that evaluate the logged-in user, and the actions a rule can apply. For conceptual background on what Business Rules are and how they fit into OnePlan, see Business Rules in OnePlan - Admin Overview.

What you will accomplish By the end of this article, you will be able to create a Business Rule that conditionally shows, hides, requires, or locks fields and sections on a Plan Details form — including rules driven by who is viewing the plan.

Before You Begin: Creating a Business Rule

Before you begin, make sure you have:

A OnePlan account with Owner permissions
The Plan Details App installed, with a form already configured for the Plan Type — see How to Configure Plan Detail Forms in OnePlan
The fields and/or sections you want to control already added to the form
(Optional) Familiarity with the Plan User Fields you want to use if you’re building a rule that depends on the logged-in user’s security groups or teams

Why This Matters: Business Rules on Plan Details Forms

Context: Configuration Instead of Custom Code

Business Rules let you customize the behavior of a Plan Details form through simple configuration, with no custom JavaScript required. This makes it faster to keep forms aligned with business needs as they change.

Context: User-Aware Rules

Business Rules can evaluate Plan User Fields against the logged-in user, their security groups, and their teams. This lets a rule’s behavior depend on who is viewing the plan, not just what data the plan contains — for example, hiding a financial section from anyone who isn’t in a Finance security group.

Step-by-Step: Creating a Business Rule in OnePlan

Task: Open the Form Editor

You can open the Form Editor from two locations:

From the Global Navigation: Select Setup to enter Setup Mode. Select the Edit icon next to the Area where your Plan Type is located to open the Area Editor. Select the Form Editor tab, then select the desired Plan Type from the Plan Type drop-down.
From the Details tab of a plan: Go to the Details tab of the desired Plan Type. Select the Configure icon in the top right of the form to open the Form Editor.

Task: Create a Business Rule

Select the Content button to open the Content panel.
Go to the Business Rules tab and select Create new. The Add Business Rule form opens.
Enter a Name for the Business Rule. ### Task: Configure a Trigger

Triggers define the field conditions that activate a rule’s actions.

Choose the trigger logic at the top of the Trigger section:
- AND — Every condition must be true for the trigger to activate.
- OR — Any one condition can activate the trigger.
Add a rule: select a field, an operator (such as equals or contains), and a value. Select Add rule to add more conditions.
(Optional) Select Add group to combine multiple rules under a separate AND/OR logic set — useful for more complex conditions.

Task: Configure a User-Aware Trigger

Use a User-Aware trigger when a rule’s behavior should depend on who is viewing the plan rather than the plan’s data alone.

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

Task: Select the Rule’s Actions

Choose what happens when the trigger’s conditions are met:

Hide Fields — Selected fields are hidden.
Required Fields — Selected fields are marked required.
Read Only Fields — Selected fields become read-only.
Hide Sections — Selected form sections are hidden.

Fields marked required by a Business Rule are for guidance only — required fields are not enforced by the system.

Task: Save the Business Rule

Select Save to close the Add Business Rule form.
Select Save on the Form Editor to apply the rule to the form.

Business Rules apply to the entire Plan Details form and are not scoped to an individual page — a rule can reference and control fields regardless of which page they sit on. See How to Configure Plan Detail Forms in OnePlan for details on multi-page forms.

Task: Manage the Business Rules Applied to a Field

You can also start from a specific field instead of the Content panel. This requires the field to already be added to the Plan Details form.

On the Plan Details form, select the Edit icon next to the field you want to check or control. The Field Settings panel opens.
In the Business Rules section, use the Search box to see which Business Rules already apply to this field.
Select the ⋮ (kebab) menu next to a listed rule to Edit, Duplicate, or Delete it directly from the field.
To build a new rule instead, select Create new. This opens the same Add Business Rule form used from the Content panel — it isn’t pre-scoped to the field you started from, but it saves a trip to the Content panel. Continue with the trigger and action steps below.
Select Save to close Field Settings, then select Save on the Form Editor.

The Business Rules section in Field Settings is a lookup, not a picker for unrelated rules — it shows which existing rules already reference this field, and lets you edit, duplicate, or delete those rules. It doesn’t let you attach an unrelated existing rule to the field from here.

Frequently Asked Questions: Business Rules on Plan Details Forms

Q: How do I create a Business Rule in OnePlan? A: In OnePlan, open the Form Editor for a Plan Type, select Content, go to the Business Rules tab, select Create new, configure a trigger and its actions, and select Save.

Q: Can a Business Rule in OnePlan depend on who is viewing the plan? A: Yes. In OnePlan, a Business Rule can use a User-Aware trigger that evaluates a Plan User Field against the logged-in user’s security groups or teams, so the rule’s behavior changes based on who is viewing the plan.

Q: Does a Required Fields action in a Business Rule enforce data entry in OnePlan? A: No. In OnePlan, the Required Fields action on a Business Rule is for guidance only and marks the field visually — it does not block saving if the field is left blank.

Q: Do Business Rules apply to every page of a multi-page Plan Details form in OnePlan? A: Yes. In OnePlan, Business Rules apply to the Plan Details form as a whole, regardless of which page a field or section is placed on.

Q: How do I see which Business Rules already apply to a field in OnePlan? A: In OnePlan, select the Edit icon on the field to open Field Settings, then use the Search box in the Business Rules section — it lists the existing rules that already reference this field.

Q: Can I attach an existing Business Rule to a field from Field Settings in OnePlan? A: No. In OnePlan, the Business Rules section of Field Settings only shows which existing rules already apply to that field — it doesn’t let you attach an unrelated rule from there. Select Create new to build a new rule instead, using the same rule builder available from the Content panel.

Q: Can I edit or delete a Business Rule from the field it applies to in OnePlan? A: Yes. In OnePlan, open Field Settings for the field, find the rule in the Business Rules section, and select its ⋮ (kebab) menu for Edit, Duplicate, or Delete — no need to go to the Content panel.

What to Do Next: Business Rules on Plan Details Forms

Extend further: - How to Customize Plan Detail Forms with JavaScript in OnePlan - Set Up Plan Type Permissions