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Page Rules

Introduction​

Page Rules define the navigation logic of your form. They allow the system to know which .aspx page should be displayed to the user based on the document context (Workflow, Step, Mode).

Thanks to these rules, you can display an "Input" page for the creator, a "Validation" page for the manager, and an "End" page for closure, all for the same form.

Configuration Interface​

This functionality is accessible in the Page Rules section of the Forms part.

Page Rules

How it Works​

The system evaluates rules from top to bottom or according to their Priority. As soon as a rule matches the current document context, the associated page is loaded.

Selection Criteria (The Context)​

To create a rule, you must define the following criteria:

  • Workflow: The process model concerned (or * for all).
  • Status: The workflow step (e.g., Input, Validation, or * for all).
  • Mode: The opening mode (e.g., Create for creation, Read for reading, Edit for modification, or All).

Result (The Page)​

  • Page Name: The name of the .aspx file to load (e.g., pageSaisie.aspx).

    Note: These pages must exist in the web project folder.

  • Priority: An integer for managing conflicts.

    Priority Help

    Priority allows you to define the page to present to the user when the parameters of several entries meet the display conditions. In this case, the tool will propose to the user the page associated with the rule having the highest priority.

Concrete Example​

Let's imagine a "Customer Complaint" process:

  1. Rule 1 (Creation):

    • Workflow: Complaint
    • Status: * (or empty at startup)
    • Mode: Create
    • Page: pageSaisie.aspx
    • Effect: When the user clicks on "New Complaint", they arrive on the input page.

  2. Rule 2 (Processing):

    • Workflow: Complaint
    • Status: Analysis
    • Mode: Edit
    • Page: pageAnalyse.aspx
    • Effect: When the expert opens the analysis task, they see the page dedicated to expertise.

  3. Rule 3 (Default):

    • Workflow: *
    • Status: *
    • Mode: All
    • Page: pageStandard.aspx
    • Effect: Safety measure to ensure that a page always displays, even if no specific rule matches.