Quick Start Guide#

Build a visual rule in under 5 minutes that alerts you whenever a high-value Sales Invoice is created.

1. Create your First Rule#

1. Go to FlexiRule -> Rule List and click New.
2. Set Rule Name to High Value Alert.
3. Set Document Type to Sales Invoice.
4. Set Trigger Event to Before Save.
5. Click Save.

2. Open the Visual Rule Builder#

1. Click Open Rule Builder at the top of the form.
2. You will see the visual canvas containing the mandatory Start (Entry Action) node.

3. Add a Check (Condition) Node#

1. Hover over the Start node’s connection port and click the + Add Action button.
2. Select Check (Condition) from the action list.
3. In the configuration panel on the right:
   • Ensure Group Logic is set to ALL.
   • Click Add Condition.
   • Click the left value field and type @ to open the Smart Value Selector.
   • In the search popup, search for Grand Total.
   • Select Sales Invoice → Grand Total.
   • Set the comparison operator dropdown to Is Greater Than.
   • In the right value field, enter 10000.

4. Add a Notification Node#

1. Click and drag a connection line from the True (Green) outbound port of the Check node.
2. Select Notify from the action picker.
3. In the Notify configuration panel:
   • Set Channel / Mode to UI Message (Toast).
   • Click inside the Message editor field.
   • Enter 💰 High value invoice detected! Invoice ID: .
   • Type @ to open the Smart Value Selector.
   • Search for Name and select Sales Invoice → Name to dynamically insert the document ID token.

5. Test Your Rule Visually#

1. Click Test Run in the top action bar.
2. Select an existing Sales Invoice record with a Grand Total above 10,000.
3. Click Run Test.
4. Observe the green execution path highlighted on your canvas leading to the Notify block, along with the live toast notification preview!

6. Go Live#

1. Close the Rule Builder using the Close button.
2. On the main Rule document, check the Enabled box.
3. Click Save. Your rule is now active!

Visual Design Best Practices#

• Use the Smart Value Selector: Always use @ or click the Variable (@) button to pick document fields rather than typing field names manually.
• Connect Every Node: Ensure outbound ports are connected to downstream actions so the execution flow completes seamlessly.