FlexiRule Docs

Tutorials & Practical Recipes

Practical, business-oriented recipes and step-by-step guides for automating FlexiRule workflows.

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Tutorials & Practical Recipes#

Explore step-by-step business recipes demonstrating real-world automation scenarios using FlexiRule on the Frappe Framework and ERPNext.

Practical Recipes Catalog#

Validate & Block SubmissionEnforce business guardrails and block invalid document save/submission with custom error dialogs. Work with Child TablesIterate through child table items, evaluate line-item conditions, and calculate row discounts. Automatic AssignmentAutomatically assign incoming support tickets or sales leads to team members based on territory. Send Email NotificationsConstruct dynamic email alerts with Jinja templates when high-value sales orders are created. Manager Approval WorkflowBuild multi-stage approval thresholds and update workflow states automatically.

Send Email on Sales Order Submission Step-by-step visual tutorial on configuring automated email notifications using the Smart Value Selector. Manager Approval for Large Purchase Orders Step-by-step visual guide to enforcing manager approval thresholds on Purchase Orders. Recipe: Validate and Block Document Submission Learn how to build visual validation guardrails that enforce business rules using the Smart Value Selector and Stop / Error actions. Automatically Assign Documents Visual step-by-step tutorial on routing documents to specific team members based on field selections. Recipe: Work with Child Tables and Item Calculations Learn how to visually iterate over child table items, evaluate row attributes using the Smart Value Selector, and calculate discounts.