Action Settings#

When you select a block on the canvas, the Action Settings panel slides out from the right side of the screen. This is where you define the specific behavior for that step in your rule.

Common Interface Elements#

While every action has different options, they all share a consistent design:

• Block Title: At the top, you can see and edit the name of the block.
• Description: A brief explanation of what the action does.
• Configuration Fields: The main area where you input data, select options, and define logic.

Smart Value Fields#

Most settings in FlexiRule use “Smart” fields. These fields allow you to provide data in three different ways: static text, variables, or dynamic functions.

To learn more about the logic behind these fields, see the Smart Value System.

Quick Access#

In any Smart Value field, you can use these shortcuts:

1. Static Input: Just type a value directly into the field.
2. Variable Picker (@): Type @ or click the variable icon to see a list of available data, such as @doc.customer_name or @rule.total_count.
3. Advanced Resolvers (/): Type / or click the magic wand icon to access tools like math, text formatting, and date calculations.

Field Types#

In the settings panel, you will encounter different types of input controls:

• Dropdowns: Choose from a fixed list of options.
• Checkboxes: Toggle settings on or off.
• Data Grids: Used for actions like “Set Value,” where you need to map multiple fields at once. Each row in the grid uses a Smart Value field for the value column.
• Multi-Select: Pick one or more tags or items from a list.

Context Awareness#

The settings panel is “Smart.” It knows where the block is located in your flow.

• Available Variables: In the @ menu, you will only see variables that have actually been defined before the current block.
• Validation: Required fields are marked, and the panel will alert you if your configuration is incomplete or contains errors.

Saving Changes#

Changes in the Action Settings panel are usually drafted immediately. However, you must Save the entire rule using the button at the top of the canvas to commit your changes to the system.