On Save

Warning

Work in progress! We are in the process of updating the information on this page. Subject to change.

The “On Save” rules are checked when you save a record. Rules are client-side scripts that are executed when a user of the mobile app interacts with the app. Rules are no-code business logic, which are managed using the rules editor, usually in Woodford.

On Save rules are available for the following user interface components:

• Forms

• Editable views

• Questionnaires

Process of On Save execution

1. User initiate saving process.
2. On Save rules are executed.
3. Validation whether record can still be saved (rules may interrupt save).
4. If valid, record is saved.

Forms

Form rules describe sequences of steps that are executed on form-related events. On Save rule on form usually serves as a final field validation.

Rule execution

• When you save a record.

Views

On Save rules can be used with views, but only when the Editable field is set. (Editable field, list, or editable grid is a feature that allows users to edit one or more records directly from the view, without a need to go to the form of a record.)

Questionnaires

Editing rules allow you to further customize the questionnaire form’s design and usage (hide or disable form fields, assign values to them, etc.).

Rule execution

• When you save the questionnaire

• When you complete the questionnaire