Business Rules in OnePlan - Admin Overview

Direct Answer: What Are Business Rules in OnePlan?

Business Rules in OnePlan are configurable logic that control how fields and sections behave on a Plan Details form based on defined conditions. A rule evaluates plan data and, optionally, user context — such as the logged-in user’s security groups or teams — to dynamically make fields required, read-only, or hidden. Because rules are configured rather than coded, administrators can keep forms aligned with changing business needs without custom JavaScript.

What This Article Covers: Business Rules

This article explains what Business Rules are, how they evaluate plan data and user context, and where they fit into the broader Plan Details form configuration. For instructions on building a rule, see How to Create Business Rules for Plan Details Forms in OnePlan.

Who This Article Is For: Business Rules

Administrators who configure plan structures and field behavior
System configurators responsible for governance and data control
Portfolio managers who need to understand how field behavior is enforced
End users who experience dynamic field changes based on context

Why This Matters: Business Rules in OnePlan

Business Rules let organizations enforce governance and data quality without relying on custom development. By tying field behavior to plan data or to who is viewing the plan, administrators can tailor the same form to different roles, teams, or scenarios — showing each user only what’s relevant to them and protecting sensitive fields from unintended edits.

Understanding Business Rules in OnePlan

Context: Rule Evaluation Based on Plan Data

Business Rules evaluate conditions based on the values within a plan — for example, a rule might trigger when a Budget field exceeds a threshold or a Status field equals a specific value.

Context: User-Aware Evaluation

Business Rules can also evaluate Plan User Fields against the logged-in user, their security groups, or their teams. This lets the system adjust field behavior based on who is interacting with the plan, not just the plan data itself.

Context: Dynamic Field Behavior

Depending on the conditions defined, a Business Rule can make a field or section:

Required — the field is marked as required (for guidance only; not enforced by the system)
Read-only — the field can no longer be edited
Hidden — the field or section is removed from view

These changes occur dynamically as users interact with the plan, so the form always reflects the current context.

Context: Key Components of a Business Rule

Business Rule — A defined set of conditions and actions that control how fields behave within a plan.
Conditions — The logic that determines when a rule applies, based on plan data or user context such as the logged-in user’s security groups or teams.
Plan User Fields — Fields that store user-related data, which can be evaluated against the current user to drive contextual behavior.
Field Behavior Controls — The actions triggered by a rule, such as setting a field to required, read-only, or hidden.

Context: How Business Rules Fit Into OnePlan

Plan Configuration — Business Rules are configured in Setup Mode as part of defining how plan fields behave.
Plan Details Forms — Business Rules apply to the entire Plan Details form, including every page on a multi-page form (see How to Configure Plan Detail Forms in OnePlan) — they are not scoped to a single page.
Security Model — Business Rules complement security by adding dynamic, context-aware control over data visibility and editability, on top of standard permissions.

Common Scenarios

Show or hide fields and entire sections based on plan data, so users see only what’s relevant.
Automatically require field values when specific conditions are met, improving data completeness.
Make fields read-only under certain scenarios to protect critical or sensitive information.
Tailor the user experience so different users see different field behavior based on their role, team, or security group.

Frequently Asked Questions: Business Rules

Q: Who can edit Business Rules in OnePlan? A: In OnePlan, Business Rules are configured in Setup Mode, which is typically accessible to administrators or designated configurators responsible for system configuration.

Q: Where do I edit Business Rules in OnePlan? A: In OnePlan, Business Rules are created and edited from the Business Rules tab of the Content panel in the Plan Details Form Editor. A field’s Field Settings panel has its own Business Rules section too, which lists the existing rules that already apply to that field and lets you Edit, Duplicate, or Delete them, plus a Create new shortcut to the same rule builder — it doesn’t let you attach an unrelated existing rule to the field. See How to Create Business Rules for Plan Details Forms in OnePlan for the full procedure.

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: Can a Business Rule in OnePlan depend on who is viewing the plan? A: Yes. In OnePlan, a Business Rule can use a Plan User Field to evaluate the logged-in user’s security groups or teams, so field behavior can change based on who is viewing the plan.

What to Do Next: Business Rules

Get started: - How to Create Business Rules for Plan Details Forms in OnePlan

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