Using Juro Rules, you can trigger conditional logic through your smartfields to:
✅ Have all text variations in 1 template; no more managing multiple versions of the same document
✅ Proactively manage approvals (see conditional approvers)
✅ Make use of equals, contains, empty/not empty, more than/less than triggers
What is a rule? ℹ️
A rule is a command you give Juro to carry out a specific action when the required criteria are present. A rule can be configured for when a smartfield:
1. Is empty/is not empty (all field types). |
2. Contains/does not contain (text & text area smartfields). |
3. Equals/does not equal (choice and number) smartfields. |
4. Is greater than/less than, etc (date & number smartfields). |
Creating a rule 📏
To add a rule to your contract:
1. Create a smartfield. Then open the kebab menu and select Add rules. |
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2. Follow the steps below to configure the parameters of your rule. |
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A combined rule will activate based on the logic you choose:
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Adding a rule to your contract ®️
Each portion of text can have a maximum of one single-tier/combined rule applied to it. Where you'd like to apply more than one rule, we recommend duplicating the text and applying a separate rule.
To add a rule to document text:
Highlight the text, click the Add rules icon and select the relevant rule. |
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You can remove a rule by highlighting the text again and clicking the X next to it. |
Troubleshooting rules 🔍
Where a rule does not trigger as expected, review the following:
The linked field: ensure that your rule is linked to the correct field.
The field input: ensure that the information in the field matches that which has been set up to trigger the rule.
The document body: for show/hide rules, ensure the rule has been applied to the relevant portion of text.
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email us at support@juro.com 🚀