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Configure Smart Rules in Forms in Agentforce Operations
Use smart rules to show, hide, or require sections, fields, and instruction text in a form based on conditions in Agentforce Operations.
Required Editions
| License Required |
|---|
This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license. To purchase an Agentforce Operations license, contact your Salesforce account executive. |
| Role or Access Needed | |
|---|---|
| To create a blueprint from scratch, using AI, or by importing a .rex file in Agentforce Operations: | Admin role or Creator role |
To create a blueprint by importing a .docx file in Agentforce Operations: |
Admin role |
| To publish a blueprint in Agentforce Operations: | Admin role or Publisher role with View access for the blueprint |
| To edit a blueprint in Agentforce Operations: | Admin role, Creator role, or a user with Edit access for the blueprint |
With smart rules, you can show, hide, or require form items based on conditions. Use smart rules to create dynamic forms that adapt to the information task assignees provide. For example, show additional fields only when the assignee selects certain options. Or require a field only when field values meet specific criteria.
You can add smart rules to these form items: sections, fields, and instruction text. Smart rules evaluate conditions based on values from fields earlier in the form.
- Create a blueprint or edit an existing blueprint.
- In the blueprint, create a task or open an existing task.
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In the Request information section, build your form with sections,
fields, and other items.
Learn more about building forms in Build a Form to Request Information in Agentforce Operations.
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To add a smart rule to a section, field, or instruction text, click the gear icon for the
item.
The configuration section opens.
- In the Smart rules section, click + Add rule.
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Select a rule type from the dropdown list.
- Show: Shows the item when the condition is true.
- Hide: Hides the item when the condition is true.
- Require: Requires the item when the condition is true. Prevents submitting the form if the required item is empty. Require is available only on fields.
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Add your first condition.
- Select a prior field in the form to base the condition on.
- Select an operator for the condition to evaluate the field value with. For example, Is equal to, Is greater than, or Is empty.
- If applicable, enter the value for the field that sets the condition.
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Optionally, add more conditions and use condition groups to configure complex logic.
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To add another condition at the same level, click + Add condition
and select and or or to define how the
conditions relate to each other.
The and option requires all conditions to be true. The or option requires at least one condition to be true.
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To create a nested group of conditions, click + Add condition group and add the nested conditions.
Condition groups make it possible to build more complex logic. You can't add a condition group inside another condition group.
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To add another condition at the same level, click + Add condition
and select and or or to define how the
conditions relate to each other.
- Click Add.
When a task assignee completes the form, Agentforce Operations evaluates the smart rules based on the values they enter and shows, hides, or requires items accordingly.
