FlexiRule Docs

Smart Value System

Learn how FlexiRule handles dynamic inputs using static values, variables, and dynamic value resolvers.

Smart Value System#

The Smart Value System is the dynamic input interface in FlexiRule. Whether you are setting a field value in a Set Value block, configuring a Check condition, constructing an email template, or filtering queries, you use the same intuitive input mechanism across the visual canvas.

The Core Principle: Every input field in FlexiRule is a smart input powered by the Smart Value Selector, enabling seamless toggling between static values, variable references, and dynamic value resolvers without writing complex manual syntax.

The Three Input Modes#

Input fields in FlexiRule support three operational modes:

1. Static Value#

Directly type or pick constant values:

Text: Approved, High Priority, Welcome to FlexiRule
Numbers: 100, 0.05, -10
Dates: Selected via the calendar picker or standard date format (YYYY-MM-DD).

2. Variable Reference (`@`)#

Variables allow you to reference document data and context dynamically. Type the @ key or click the Variable (@) button to open the searchable variable selector menu:

Document Fields (@doc): Select fields on the document triggering the rule (e.g., Grand Total, Customer, Status).
Previous Values (@old_doc): Select pre-update field values on change events (e.g., Previous Status to verify if a field was modified).
Rule Variables (@vars): Select temporary variables created by previous action blocks in the current rule flow (e.g., Calculated Discount, Open Invoices).
System Information (@system): Access environment information such as Current User or Today.

3. Dynamic Value Resolvers (`/`)#

Value Resolvers calculate dynamic values on the fly. Type the / key or click the Resolver (/) button to select a visual resolver builder.

Dynamic Value Resolver Families#

FlexiRule features 12 user-facing Value Resolver families accessible via the / menu in the Smart Value Selector:

Resolver Family	Trigger Key	Primary Output	Use Case
Date Formula	`/date_formula`	Date / Datetime	Add or subtract days, months, or years from today or a base date field.
Math Formula	`/math_formula`	Float / Int	Perform safe arithmetic (`+`, `-`, `*`, `/`) with rounding precision.
Date Difference	`/date_diff`	Integer	Calculate time difference in days, months, or years between two dates.
Child Table Aggregation	`/child_aggregation`	Float / Int	Calculate Sum, Average, or Count across child table rows.
Collection Operations	`/collection`	Array / Value	Filter, count, check (`any`/`all`), extract (`pluck`), or aggregate child rows.
String Manipulation	`/string_formula`	Text	Concatenate text, convert casing, or format strings.
Normalization	`/normalization`	Clean Text	Apply cleaning pipelines (trim, slugify, lower) to sanitize text inputs.
Format	`/format`	Formatted Text	Format currency amounts, dates, or structured text templates.
Fetch From Link	`/fetch`	Field Value	Read a field from a linked database record without full document loading.
System Context	`/system_context`	String / Boolean	Fetch active session user info or check user permissions.
Variables (`@`)	`@`	Any	Access runtime context (`@doc`, `@old_doc`, `@vars`).
Static Value	Literal	Literal	Enter constant values.

Visual Resolver Builders#

1. Date Formula (`date_formula`)#

Calculates a target date relative to a base date.

UI Options:
- Base Date: Select Today or a document date field.
- Offset Sign: Select + or -.
- Offset Value: Enter numeric offset (e.g., 30).
- Offset Unit: Choose Days, Months, or Years.
Example: Posting Date + 30 Days → calculates an invoice due date.

2. Math Formula (`math_formula`)#

Performs arithmetic calculations with rounding precision.

UI Options:
- Field A: Select left operand field or variable.
- Operator: Choose +, -, *, or /.
- Field B / Constant: Select right operand field or enter constant number.
- Precision: Set decimal places (e.g., 2).
Example: Net Total * 0.15 (Precision: 2) → calculates a tax amount.

3. Fetch From Link (`fetch`)#

Performs a single-field database lookup via a linked record.

UI Options:
- Link Field: Select link field on current document (e.g., Customer).
- Target DocType: Select target DocType (e.g., Customer).
- Field to Fetch: Select target field (e.g., Credit Limit).
Example: Retrieve a customer’s credit limit dynamically when processing a Sales Order.

Variable Scope & Runtime Rules#

Rule Isolation: Variables stored in @vars exist during the single rule execution run. They are not stored in the database unless explicitly saved using an Update Record action.
Branch Isolation: Variables created inside one conditional branch (e.g., True branch) are not initialized on alternative branches (False branch).
Loop Context: Inside a Repeat (Loop) block, @vars.item represents the active row item of the current iteration.

Where the Smart Value Selector is Used#

The Smart Value Selector is used across all rule builder configuration panels:

Set Value Action: Select targets and values for field updates or rule variables.
Check (Condition) Action: Compare fields and expressions visually.
Query Records Action: Define dynamic query filter criteria.
Notify Action: Build dynamic notification subjects and message bodies.

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