Data Collector Rules

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[av_heading heading=\’Data Collector Rules\’ tag=\’h1\’ link=\’\’ link_target=\’\’ style=\’blockquote modern-quote\’ size=\’\’ subheading_active=\’\’ subheading_size=\’\’ margin=\’5px\’ padding=\’10\’ icon_padding=\’10\’ color=\’custom-color-heading\’ custom_font=\’\’ icon_color=\’\’ show_icon=\’\’ icon=\’ue800\’ font=\’\’ icon_size=\’\’ custom_class=\’\’ id=\’\’ admin_preview_bg=\’\’ av-desktop-hide=\’\’ av-medium-hide=\’\’ av-small-hide=\’\’ av-mini-hide=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ av-medium-font-size-1=\’\’ av-small-font-size-1=\’\’ av-mini-font-size-1=\’\’ av_uid=\’av-23tl5k\’][/av_heading]

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Data Collector Rules allows you to build rules, within a Data Collector app, which show or hide fields / sections (in AppCan XP) based upon the value of another field.
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Note: The mobile user must be on AppCan XP version 2.1.0 or greater for \’Data Collector Rules\’ functionality to work.
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[av_one_full first min_height=\’av-equal-height-column\’ vertical_alignment=\’av-align-top\’ space=\’\’ row_boxshadow_color=\’\’ row_boxshadow_width=\’10\’ custom_margin=\’aviaTBcustom_margin\’ margin=\’0px,20px\’ mobile_breaking=\’\’ border=\’\’ border_color=\’\’ radius=\’0px\’ radius_sync=\’true\’ padding=\’0px\’ padding_sync=\’true\’ column_boxshadow_color=\’\’ column_boxshadow_width=\’10\’ background=\’bg_color\’ background_color=\’\’ background_gradient_color1=\’\’ background_gradient_color2=\’\’ background_gradient_direction=\’vertical\’ src=\’\’ attachment=\’\’ attachment_size=\’\’ background_position=\’top left\’ background_repeat=\’no-repeat\’ highlight_size=\’1.1\’ animation=\’\’ link=\’\’ linktarget=\’\’ link_hover=\’\’ title_attr=\’\’ alt_attr=\’\’ mobile_display=\’\’ id=\’\’ custom_class=\’\’ aria_label=\’\’ av_uid=\’av-llg45\’]

[av_heading heading=\’Creating Rules\’ tag=\’h3\’ link=\’\’ link_target=\’\’ style=\’blockquote modern-quote\’ size=\’\’ subheading_active=\’\’ subheading_size=\’\’ margin=\’\’ padding=\’10\’ icon_padding=\’10\’ color=\’\’ custom_font=\’\’ icon_color=\’\’ show_icon=\’\’ icon=\’ue800\’ font=\’\’ icon_size=\’\’ custom_class=\’\’ id=\’\’ admin_preview_bg=\’\’ av-desktop-hide=\’\’ av-medium-hide=\’\’ av-small-hide=\’\’ av-mini-hide=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ av-medium-font-size-1=\’\’ av-small-font-size-1=\’\’ av-mini-font-size-1=\’\’ av_uid=\’av-exdeg\’][/av_heading]

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To create a \’Rule\’ in a Data Collector app, select the \’Show Rules\’ button.

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This will popup the \’Section & Question Rules\’ modal.  A blank rule is available for you to populate.

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For each rule, you will need to populate:
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[av_toggle title=\’Rule Type\’ tags=\’\’ custom_id=\’\’ element_template=\’\’ one_element_template=\’\’ av_uid=\’av-lpgr365z\’ sc_version=\’1.0\’]
Select \’Section\’ or \’Question\’.

\’Section\’ rule: Will expose a \’Section\’ in AppCan XP if the rule is met.

\’Question\’ rule: Will expose field(s) in AppCan XP if the rule is met.  You can select one or more fields.

\’Published In\’ rule: Will expose selected field(s) in AppCan XP if \’Do not Publish\’ is selected by the user.
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[av_toggle title=\’Field Name\’ tags=\’\’ custom_id=\’\’ av_uid=\’\’ element_template=\’\’ one_element_template=\’\’ sc_version=\’1.0\’]
Select the field name to apply a rule to.
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[av_toggle title=\’Operator\’ tags=\’\’ custom_id=\’\’ av_uid=\’\’ element_template=\’\’ one_element_template=\’\’ sc_version=\’1.0\’]
Select the required operator for the rule.

Below are the available operators for each field type available.

FIELD TYPE OPERATOR
Select Equals To
Does Not Contain
Is Populated
Multiple Select Contains
Equals To
Is Populated
Number Equals To
Is Range (inclusive)
Is greater than
Is less than
Is populated
Currency Equals To
Is Range (inclusive)
Is greater than
Is less than
Is populated
Date Is current date
Is past date
Is future date
Is populated
Date / Time Is current date
Is past date
Is future date
Is populated
Time Is populated
Photo Is populated
Signature Is populated
Timer Is zero
Location Is Populated
Text Is Populated
Note Is Populated

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[av_toggle title=\’Data Field Value\’ tags=\’\’ custom_id=\’\’ av_uid=\’\’ element_template=\’\’ one_element_template=\’\’ sc_version=\’1.0\’]
Select or enter the required Data Field Value.  The Data Field Value is based on the Field Type / Operator selected.
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[av_toggle title=\’Sections / Fields to Display\’ tags=\’\’ custom_id=\’\’ av_uid=\’\’ element_template=\’\’ one_element_template=\’\’ sc_version=\’1.0\’]
Select the required Section(s) or Field(s) to display if the rule is met.
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After creating the required rules, select \’Confirm\’.  You will need to \’Publish\’ the Data Collector app to make the rules available for users on the mobile device.
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[av_heading heading=\’Adding & Deleting Rules \’ tag=\’h3\’ link=\’\’ link_target=\’\’ style=\’blockquote modern-quote\’ size=\’\’ subheading_active=\’\’ subheading_size=\’\’ margin=\’\’ padding=\’10\’ icon_padding=\’10\’ color=\’\’ custom_font=\’\’ icon_color=\’\’ show_icon=\’\’ icon=\’ue800\’ font=\’\’ icon_size=\’\’ custom_class=\’\’ id=\’\’ admin_preview_bg=\’\’ av-desktop-hide=\’\’ av-medium-hide=\’\’ av-small-hide=\’\’ av-mini-hide=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ av-medium-font-size-1=\’\’ av-small-font-size-1=\’\’ av-mini-font-size-1=\’\’ av_uid=\’av-3rmkvc\’][/av_heading]

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If you need to add additional rules, select \’Add\’.  If you need to delete a rule, select \’Delete\’.
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[av_heading heading=\’Rule Order\’ tag=\’h3\’ link=\’\’ link_target=\’\’ style=\’blockquote modern-quote\’ size=\’\’ subheading_active=\’\’ subheading_size=\’\’ margin=\’\’ padding=\’10\’ icon_padding=\’10\’ color=\’\’ custom_font=\’\’ icon_color=\’\’ show_icon=\’\’ icon=\’ue800\’ font=\’\’ icon_size=\’\’ custom_class=\’\’ id=\’\’ admin_preview_bg=\’\’ av-desktop-hide=\’\’ av-medium-hide=\’\’ av-small-hide=\’\’ av-mini-hide=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ av-medium-font-size-1=\’\’ av-small-font-size-1=\’\’ av-mini-font-size-1=\’\’ av_uid=\’av-2kr5lk\’][/av_heading]

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You can change the order of your rules by selecting the 3 bar icon to the right of the rule and dragging to the required position.

Please note, this has no affect on rules in AppCan XP, this functionality is to allow viewing rules in a logical order.

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[av_heading heading=\’Data Collector Rule Indicators\’ tag=\’h3\’ link=\’\’ link_target=\’\’ style=\’blockquote modern-quote\’ size=\’\’ subheading_active=\’\’ subheading_size=\’\’ margin=\’\’ padding=\’10\’ icon_padding=\’10\’ color=\’\’ custom_font=\’\’ icon_color=\’\’ show_icon=\’\’ icon=\’ue800\’ font=\’\’ icon_size=\’\’ custom_class=\’\’ id=\’\’ admin_preview_bg=\’\’ av-desktop-hide=\’\’ av-medium-hide=\’\’ av-small-hide=\’\’ av-mini-hide=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ av-medium-font-size-1=\’\’ av-small-font-size-1=\’\’ av-mini-font-size-1=\’\’ av_uid=\’av-1vsg7c\’][/av_heading]

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After Rule(s) have been set, in the Data Collector builder, the \’Field Name\’ and \’Section Name\’ will change colour to blue or red text:

  • If the field name / section name is in blue text, this indicates the field / section is performing an action.
  • If the field name / section name is in red text, this indicates the field / section is the result of an action.

In the example below, \’Expense Type\’ (blue text) is performing the action of showing \’Enter Mileage\’ if \’Expense Type\’ = \’Mileage\’.  \’Enter Mileage\’ (red text) is the result of the action.

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[av_heading heading=\’AppCan advice on using Rules\’ tag=\’h3\’ link=\’\’ link_target=\’\’ style=\’blockquote modern-quote\’ size=\’\’ subheading_active=\’\’ subheading_size=\’\’ margin=\’\’ padding=\’10\’ icon_padding=\’10\’ color=\’\’ custom_font=\’\’ icon_color=\’\’ show_icon=\’\’ icon=\’ue800\’ font=\’\’ icon_size=\’\’ custom_class=\’\’ id=\’\’ admin_preview_bg=\’\’ av-desktop-hide=\’\’ av-medium-hide=\’\’ av-small-hide=\’\’ av-mini-hide=\’\’ av-medium-font-size-title=\’\’ av-small-font-size-title=\’\’ av-mini-font-size-title=\’\’ av-medium-font-size=\’\’ av-small-font-size=\’\’ av-mini-font-size=\’\’ av-medium-font-size-1=\’\’ av-small-font-size-1=\’\’ av-mini-font-size-1=\’\’ av_uid=\’av-1tpv0o\’][/av_heading]

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We suggest that you try the Data Collector app on your mobile device to ensure the rules you have implemented are showing / hiding fields as expected, before assigning the app to your users.

If you wish to retrospectively set rules to an existing Data Collector app, we suggest you copy the required app and apply your rule, then test the copied app to to ensure the rules you have implemented are showing / hiding fields as expected, before assigning the app to your users.
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