In the example below the annual revenue of the account, the condition, determines if the account category field value is set to preferred customer, the action.
- There is no support for RegEx expressions
- No support for OR conditions.
- You cannot hide a section, sub grid, etc only fields
- Does not work on mobile forms only web and tablet.
Also for each typical rule you will probably need a reversing rule. So in my example if the revenue is over 50,000 then the account is changed to a preferred customer however I also needed to add a rule whereby if the revenue was changed to below 50,000 it was reset. As you can imagine you could end up with a whole series of business rule to set and unset fields and values.