Business rules can be very effective. The following is some guidance on using business rules:
- Only use business rules to manipulate a small number of fields.
- Keep business rules simple by having multiple rules, especially where there is a clear separation of conditions and actions. Do not try to fit everything into one rule.
- Always have the opposite actions through conditions; that is, if you are hiding a field based on a condition, make sure there is an opposite else condition to show the field.
- If you need to reference fields in the business rule that are not on the form, add these fields to a hidden tab or section on the form.
- If you are hiding and showing fields, it creates a better user experience for the fields to be set as hidden on the form and then use business rules to show them, rather than having the fields disappear after the form has loaded.
- If the business rule is not going to be simple, convert it into JavaScript as it will be quicker to develop and test...
