Jadu Forms: Guidelines for Building Rules

  • Use descriptive names for rules. This will help with troubleshooting.
  • If you have a "Perceptive Content - Submit Data" rule, you need to create a PDF using a "PDF Generation - Create PDF of Submission" rule first.
  • If you have a "Email - Send Email" rule and you have selected "PDF of Completed Form" in the "Attachment" section, you need to create a PDF using a "PDF Generation - Create PDF of Submission" rule first.
  • You can have more than one rule, but multiple rules run in parallel.
  • If you need actions to happen in a specific order, all of those actions must be in the same rule.