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Adding & managing Rules

Assign conditional logic to text to make the customisation of your contract structure seamless

Jimmy Mooring avatar
Written by Jimmy Mooring
Updated this week

Contents ๐Ÿš€


Using Juro Rules, you can trigger conditional logic through your smartfields to:

โœ… Have all text variations in 1 template; no more managing multiple versions of the same document

โœ… Proactively manage approvals (see conditional approvers)

โœ… Avail of equals, contains, empty/not empty, more than/less than triggers


What is a rule? โ„น๏ธ


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).
โ€‹

2. Contains/does not contain (text & text area smartfields).

3. Equals/does not equal (choice and number) smartfields.

4. Is more than/less than/greater than/less than, etc (date & number smartfields).


Creating a rule ๐Ÿ“


To add a rule to your contract:

1. Create a smartfield. Then open the kebab menu and select Add rules.

3. Follow the steps below to configure the parameters of your rule.

A combined rule will activate when the conditions of both smartfields in the rule are met.


Adding a rule to your contract ยฎ๏ธ


Each portion of text can have a maximum of one rule/combined 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.

You can remove the rule by re-highlighting the text and clicking X next to the relevant rule.

๐Ÿ’โ€โ™€๏ธ 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 your query to support@juro.com ๐Ÿš€

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