This documentation is effective as of Regent Release 6.5.0.0.

In Regent’s Smart Form Manager tool, clients with a Regent Fund or Regent Review license can create new smart forms, edit client-created smart forms, and import smart forms from different instances (e.g. QA to Production). Smart forms can be designed using conditional logic to tailor each question to the individual completing the form. Document workflows can leverage the use of smart forms in managing the notification, submission, and review of an application.

Clients are not required to create, edit, or manage their own custom smart forms. Clients may continue to engage Regent for support in creating, editing, or updating any custom smart forms.

Please note the following warnings regarding Smart Form Manager:

PLEASE NOTE the following important warnings and guidance regarding Smart Form Manager:

Clients must not make changes to any of Regent’s standard smart forms, including:
1. All Verification Worksheets
2. FERPA Authorizations
3. Thank You Note
4. Title IV Authorizations
5. MHEC Remain Drug Free
6. Any forms related to State Fund awarding
Clients must contact their Regent Account Manager/Project Manager prior to making changes to any existing custom smart form.
Clients should never create or edit smart forms directly in Production. Always create/edit and fully validate smart forms in a QA instance, then export and import/upload a successfully validated smart form to Production.
Clients should export smart forms drafted in a QA to prevent overwriting by scheduled or ad-hoc restores.
Any data clean-up efforts that are required as a result of client actions on smart forms may require a Statement of Work (SOW) with associated costs paid by the client.

Overview

Once enabled on the backend by Regent, the Smart Form Manager is available in the Regent Tools menu for users with the Global Permission enabled for the assigned role to view and edit smart forms within the Smart Form Manager tool. This tool is designed to be used at the Enterprise level, but an Institution- or Campus-specific Smart Form can be created and associated to a document via Document Setup for one or more Institution or Campus.

To use the Smart Form Manager, a client must:

Submit a Customer Zone Support ticket requesting Smart Form Manager and Admin Panel Tools be enabled on the backend by Regent
Be on Regent Release 6.5.0.0 or a subsequent Release.
Update Global Permissions → Tools Permissions → Smart Form Manager for applicable user role(s).
Ensure all Active (able to be used) and Inactive (not in use) smart forms are visible.

Accessing Smart Form Manager

To access the Smart Form Manager, go to Tools in the left navigation menu and click Smart Form Manager. The following options are available in the Smart Form Manager tab tree-view:

+ Create Smart Form – Begin the creation of a new smart form
+ Import Smart Form – Import/upload a smart form from one instance to another, e.g. QA to Production
→ Active Smart Forms – Access an existing ‘Active' smart form. A smart form is considered ‘Active’ if today’s date falls within the effective Start Date and End Date defined on the Smart Form Information tab.
→ Inactive Smart Forms – Access an existing ‘Inactive’ smart form. A smart form is considered ‘Inactive’ if today’s date does not fall within the effective Start and End Date defined on the Smart Form Information tab.

Tools > Smart Form Manager menu

Creating (or Editing) a Smart Form

To create a new smart form from scratch, select the “Create Smart Form” option in the Smart Form Manager.

Tools > Smart Form Manager > Create Smart Form > Information tab

To copy an existing smart form as the starting point for a new smart form, select the existing smart form from the nested list under Active Smart Forms or Inactive Smart Forms and click the Copy tab. Complete the fields on the Copy tab to copy the selected smart form to the same QA instance. The newly created smart form will appear in the same destination (Active or Inactive Smart Forms) as the copied smart form. All data from the copied smart form will be applied to the new smart form, excluding dependencies or validators. Note: The user must update the Code field to a unique value.

To export an existing smart form as the starting point for a new smart form, select the existing smart form from the nested list under Active Smart Forms or Inactive Smart Forms and click the Export tab. The existing smart form will be exported as an eXtensible Markup Language (XML) file to the user’s computer, which can subsequently be imported into another environment via the Import Smart Form in the treeview menu.

General Smart Form Setup

In the UI, the user will be presented with key data fields to be completed. Fields names indicated in red text are required. After the data on this screen is saved, other setup tabs for the smart form are presented and the form is available in either the Active Smart Forms or Inactive Smart Forms menu, depending on the Start Date and End Date values that were entered. Four tabs are used to setup the general information for the smart form:

Information tab
Document Persistence tab
Student Persistence tab
Parent/Spouse Persistence tab

Smart Form > Information tab

The Information tab provides basic smart form setup information. Once entered data on this screen is saved, other setup tabs for the smart form are presented and the form is available in either the Active Smart Forms or Inactive Smart Forms menu, depending on the effective dates.

Information Field Name	Required/Optional	Description	Field Type	Field Options

Information Field Name	Required/Optional	Description	Field Type	Field Options
Name	Required	The text entered in this field is the smart form name displayed in the Smart Form Manager and the Query Tool in Regent. Note: This is not the smart form name displayed in the Student Portal.	Textbox
Federal Award Year	Required	All smart forms require a FAY selection. A FAY scope document configured is linked to the applicable smart form with the corresponding FAY selected here. If the document is configured as student scope, any FAY selection is acceptable.	Dropdown	2010-2011 through 2049-2050
Start Date	Required	The date entered here will be used as the effective start date for the smart form.	Calendar Date
End Date	Required	The date entered here will be used as the effective end date for the smart form.	Calendar Date
Smart Form Type	Required	The Smart Form Type selected is used to link the smart form to the document in Document Setup.	Checkbox	Use Smart Form Code Lists all existing Smart Form Types
Code	Required	The text entered here will be used as a short name to identify the smart form in the Smart Form Manager and Query Tool.	Textbox Allows alpha-numeric characters without spaces
Revision Number	Required	This field allows users to track different versions of a Smart Form when changes are made.	Numeric
Make Regent Data Available
Demographic Information	Optional	When this option is selected, the Demographic Information saved in Regent is made available to the smart form.	Checkbox	Selected Not Selected (Default)
ISIR Information	Optional	When this is selected, the ISIR Information saved in Regent is made available to the smart form.	Checkbox	Selected Not Selected (Default)
Student Portal Authorizations	Optional	When this is selected, the Student Portal Authorizations saved in Regent is made available to the smart form.	Checkbox	Selected Not Selected (Default)
UDF Information	Optional	When this is selected, User Defined Field information saved in Regent is made available to the smart form.	Checkbox	Selected Not Selected (Default)
Regent Access	Optional	When this is selected, the Regent Access configured state code saved in Regen is made available to the smart form. Note: This is only applicable to clients that have a Regent Access license.	Checkbox	Selected Not Selected (Default)
Fund Information	Optional	When this is selected, the Fund Name and Donor Name are made available to the smart form.	Checkbox	Selected Not Selected (Default)
Additional Information and Advanced Settings
Smart Form Id		A system-generated ID that is created and associated when creating a new smart form.	Textbox (Read-only)
Created At		The date on which a new smart form was created.	Textbox (Read-only)
Modified At		The last date on which a smart form was modified.	Textbox (Read-only)

Smart Form > Document Persistence tab

Clients must use caution when adding document persistence for documents that are configured to ‘Block Packaging’ or ‘Block Disbursements’. If persistence is inaccurate, funds may not be packaged and/or disbursed as expected.

Persistence is the automated creation or assignment of defined data within Regent. Document Persistence allows users to create rules using regular expressions to add or update a document requirement in Regent (see https://www.geeksforgeeks.org/javascript-regexpregular-expression/). Persisted document requirements are added and updated upon the completion of the smart form, including signature(s). The document requirement is only added or updated if the expression results are true. For example, if a student selects the response, ‘I was married at the time of FAFSA completion but am no longer married’ to a smart form question, Document Persistence can be created to add a Divorce Decree document requirement with a status of ‘Needed’ to collect the additional documentation required based on the student response.

Document Setup must be considered when adding Document Persistence. For example, if a document is configured to ‘Enforce Scope Uniqueness’, a new document will not be added if the document already exists; however, the status of an existing document can be updated via Document Persistence. Alternatively, if documents are configured to be added automatically via another process (e.g. ISIR Import), the Document Persistence can be used to update the Document Status on an existing document(s). For example, Document A is a document requirement assigned by ISIR Import with an initial status of “Needed”. The student completes and signs Smart Form Z, which has Document Persistence defined to update the status of Document A from “Needed” to “Waived”.

Document Persistence Field Name	Required/Optional	Description	Field Type	Field Options

Document Persistence Field Name	Required/Optional	Description	Field Type	Field Options
Document Name	Required	This value is the name of the document configured in Regent to update or create based on the persistence logic. When configuring Document Persistence, the ‘Name’ must match the name of the document configured in Document Setup. Use caution when Document Names have special characters such as an apostrophe or dash that it is using the identical Document Name and has not been updated by the editor. If no match is found to an existing Document Name configured when executing the Document Persistence expression, an error message is displayed, ‘Document name of <Document Name> is not found'.	Textbox
Scope	Required	This is the scope value associated with the document requirement to update or create.	Dropdown	Student Federal Award Year Student and Reason Federal Award Year and Reason Note: Payment Period and Academic Year scopes are not available options.
Default Status	Required	This is the status value the document requirement is set to upon the completion of the smart form. Although required, this status is only used when the smart form is not configured for electronic signatures or when the paper signature option is selected.	Dropdown	List the Document Statuses for the ‘Set Initial Document Status To’ field options from Document Setup Data Elements)
Activity Log Entry Status	Required	This is the value for the Activity Log Entry in Regent logging status changes and new document requirements.	Dropdown	Lists the Activity Types from Document Setup Data Elements
Esigned Status	Required	This is the status value the document requirement is set to upon the completion of the smart form. Although required, this status is only used when the smart form is configured for electronic signatures.	Dropdown	List the Document Statuses for the ‘Set Initial Document Status To’ field options from Document Setup Data Elements)
Condition Expression	Required	A Boolean expression is defined using logical operator such as, AND (&&) and OR (\|\|), which can be used in combination with built-in expressions (see Shortkeys and Helper Functions under the Expressions section for additional information) to result in a ‘true’ or ‘false’. Question responses are wrapped in braces {curly brackets} within the expression. If an expression does not result in a ‘true’ or 'false', syntax errors are present and the expression is considered invalid. Document Persistence is ignored when an invalid expression exists.	Textbox
Create on No Match	Optional	If checked, the Document Persistence will be created in Regent even if the smart form document can not be found for the specified create statuses. The document will be created based on the "Attachment Type" field selection.	Checkbox	Selected Unselected (Default)
For Transfer	Optional	This is a legacy setting and is no longer used.	Checkbox	Selected Unselected (Default)
REM Linked Document	Optional	If checked, Document Persistence associates the document being created or updated to a document configured in Regent Award (Regent Enterprise Management = REM). An unchecked REM Linked Document field is legacy code that is no longer supported.	Checkbox	Selected (Default) Unselected
Document Reason	Optional	If added, the Document Reason, which is defined as an expression, will be added to the ‘reason’ field on the associated Document Requirement when creating or updating the document in Regent.	Textbox
Update Statuses	Optional	A Document Requirement is updated in Regent to the Default Status or Esigned Status if a Document Requirement in Regent has one of the statuses listed in this column upon completion of the Smart Form.	Drag-and-Drop, Multi-selection	Selected Document Statuses from the Available Statuses Column
Available Statuses	Optional	The list of available document requirement statuses to select the ‘update’ or ‘create’ statuses from.	Drag-and-Drop, Multi- selection	Document Statuses Available (see ‘Set Initial Document Status To’ field on Document Setup Data Elements for list of Document Statuses)
Create Statuses	Optional	A Document Requirement is created in Regent if a Document Requirement does not exist with one of the statuses listed in this column upon completion of the Smart Form.	Drag-and-Drop, Multi- selection	Selected Document Statuses from the Available Statuses Column
Additional Information & Advanced Settings
File Name	Optional	This is a legacy setting and is no longer used.	Textbox
Template Name	Required	This is a legacy setting and is no longer used.	Textbox
Attachment Type		This is a legacy setting and is no longer used.	Dropdown	Pdf Template FAFSA

Smart Form > Student Persistence tab

Student Persistence updates the Student Details tab > Student Portal Authorization fields in Regent based on the smart form question response(s). Student Persistence is added and updated upon the completion of the smart form, including all required signature(s).

Student Persistence Field Name	Required/Optional	Description	Field Type	Field Options

Student Persistence Field Name	Required/Optional	Description	Field Type	Field Options
Credit Balance Option	Optional	This field is associated to the Portal Credit Balance Option in Regent and the smart form response from the question code selected is persisted to the associated field.	Dropdown	All question codes in sequential order within the smart form
Hold Excess Title4	Optional	This field is associated to the Hold Excess Title IV in Regent and the smart form response from the question code selected is persisted to the associated field.	Dropdown	All question codes in sequential order within the smart form
Pay Prior Year Minor Charges	Optional	This field is associated to the Pay Prior Year Minor Charges in Regent and the smart form response from the question code selected is persisted to the associated field..	Dropdown	All question codes in sequential order within the smart form
Pay Non Institutional Charges	Optional	This field is associated to the Pay Non-Institutional Charges in Regent and the smart form response from the question code selected is persisted to the associated field.	Dropdown	All question codes in sequential order within the smart form

Smart Form > Parent/Spouse Persistence tab

Parent/Spouse Persistence updates the Student Details tab > Parent/Spouse Reference Information fields in Regent based on the smart form question response(s). Parent/Spouse Persistence is added and updated upon the completion of the smart form, including all required signature(s).

Parent/Spouse Persistence Field Name	Required/Optional	Description	Field Type	Field Options

Parent/Spouse Persistence Field Name	Required/Optional	Description	Field Type	Field Options
Contact Type	Optional	Upon the completion of the smart form, the question response for the question code selected here is persisted to the Contact Type field in the Parent/Spouse Reference Information section on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
SSN	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the SSN field in the Parent/Spouse Reference Information section on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
First Name	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the First Name field in the Parent/Spouse Reference Information section on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Birth Date	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Date of Birth field in the Parent/Spouse Reference Information section on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Middle Name	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Middle Name field in the Parent/Spouse Reference Information section on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Citizenship Status	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Citizenship Status field in the Parent/Spouse Reference Information section on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Last Name	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Last Name field in the Parent/Spouse Reference Information section on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Ferpa	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the FERPA field in the Parent/Spouse Reference Information section on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Manual plus borrower	Optional	This is a legacy setting and is no longer used.	Dropdown	All question codes in sequential order within the Smart Form
Note	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Note field in the Parent/Spouse Reference Information section on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Phone Info
Type	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Phone Type field in the Parent/Spouse Reference Information → Phone Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Source Type	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Source Type field (not editable) in the Parent/Spouse Reference Information → Phone Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Number	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Number field in the Parent/Spouse Reference Information → Phone Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Email Info
Type	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Email Type field in the Parent/Spouse Reference Information → Email Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Source Type	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Source Type field (not editable) in the Parent/Spouse Reference Information → Email Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Email	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Email Address field in the Parent/Spouse Reference Information → Email Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Address Info
Type	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Address Type field in the Parent/Spouse Reference Information → Address Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Source Type	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Source Type field (not editable) in the Parent/Spouse Reference Information → Address Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Line 1	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Line 1 field in the Parent/Spouse Reference Information → Address Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Line 2	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Line 2 field in the Parent/Spouse Reference Information → Address Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
City	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the City field in the Parent/Spouse Reference Information → Address Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
Zip Code	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the Postal Code field in the Parent/Spouse Reference Information → Address Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form
State	Optional	Upon the completion of the Smart Form, the question response for the question code selected here is persisted to the State field in the Parent/Spouse Reference Information → Address Details on the Student Details screen in Regent.	Dropdown	All question codes in sequential order within the Smart Form

Sections/Groups/Questions

A smart form is comprised of Sections, which are comprised of Groups, which are comprised of Questions.

Sections

In the Student Experience portal, each smart form Section will be listed in the menu for the smart form. Sections are presented in order based on the number entered in the Section > Sort Order field.

Two tabs are used to setup Sections in the Smart Form Manager:

Information
Dependencies

Section > Information Tab

The Information tab provides basic setup information for the smart form Section, including Section Name and Sort Order.

Section Field Name	Required/Optional	Description	Field Type	Field Options

Section Field Name	Required/Optional	Description	Field Type	Field Options
Template Engine	Required	If static is selected, the field content is displayed in the same manner provided. If velocity is selected, a velocity templating engine is used that will allow for dynamic logic and display (see https://velocity.apache.org/engine/1.7/user-guide.html).	Dropdown	Static Velocity
Section Name	Required	The text entered in this field is displayed in the smart form menu in the Student Portal as the Menu Section Name.	Textbox
Code	Required	The text entered here will be used as a short name to identify the Section in the Smart Form Manager.	Textbox Allows alpha-numeric characters without spaces
Sort Order	Required	The number entered here will be used to sort Sections in the smart form from the lowest Sort Order to the highest Sort Order.	Numeric box
Visible	Optional	If selected, the Section will be visible by default. If unselected, the Section will not be visible by default. Dependency logic can be used to display or hide the Section from its initial default state.	Checkbox
Additional Information & Advanced Settings
Section Id		A system-generated ID is created and associated when creating a new section.	Textbox (Read-only)
Created At		This is the date upon which a new section is created.	Textbox (Read-only)
Modified At		This is the last date upon which a section was modified.	Textbox (Read-only)
Section Title	Optional	The text entered in this field is displayed at the top of the smart Form page.	Textbox
Section Information	Optional	The text entered in this field is displayed at the top of the smart form page beneath the Section Title, if configured	Text Area
Parent Information	Optional	The selection(s) in this section can be used as an identifier or in validation and dependency logic in the smart form.	Checkbox	Selected Unselected (Default)

Section > Dependencies tab

Dependencies determine when a section will be presented within the smart form based on defined rules. Dependencies can be applied at the Section, Group, and Question level. See Dependencies section below for more information.

Groups

Groups are used within each section to categorize questions. Each group is comprised of one or more questions. All questions contained within a group are organized beneath the Group name defined and displayed within each section. Groups display in the smart form in order based on the number entered in the Group Sort Order field.

Two tabs are used to set up Groups in the Smart Form Manager:

Information
Dependencies

Group > Information tab

The Information tab provides basic setup information for the smart form Group, including Group Name and Sort Order.

Group > Dependencies tab

Dependencies determine when a group will be presented within the form based on set rules. Dependencies can be applied at Section, Group, and Question level. See Dependencies section below for more information.

Questions

Questions are displayed within each group. Each group is comprised of one or more questions. All questions contained within a group are organized beneath the group name defined and displayed within each section. Questions display in the smart form in order based on the number entered in the Question Sort Order field.

Four tabs are used to set up Questions in the Smart Form Manager:

Information
Dependencies
Validators
Options

Question > Information tab

The Information tab provides basic setup information for the smart form question, including Question Name and Sort Order.

Question > Dependencies tab

Dependencies determine when a question will be presented within the form based on set rules. Dependencies can be applied at Section, Group, and Question level. See Dependencies section below for more information.

Question > Validators tab

A validator can be created to prevent students from entering an invalid response for the question in the smart form, and display messaging to the user to indicate a valid response.

Question > Options tab

Options can be created to define the available answers to a question.

Dependencies

Smart forms can be designed to use conditional logic to tailor each  Question to an individual applicant and minimize the number of Questions an applicant is required to answer by using Dependency logic. Dependencies use dynamic logic for Sections, Groups, and Questions to make visible or hide based on responses to Questions within the smart form. Dependencies also control whether a Question is required when made visible or not. For example, a Dependency can be created to hide a Question, make a Question visible and required, or make a Question visible and optional (not required).

A Section, Group, or Question can have one or more Dependency groups. Each Dependency group is comprised of one or more Dependency rules. Each Dependency group uses a selected Operator Type of ‘AND’ or ‘OR' when evaluating if the Dependency rule(s) are 'true’.

If there are multiple Dependencies with Dependency Rules the dependency logic first evaluates each Dependency Group and the associated Dependency Rules in chronological order based on the 'Created At' date. Then the dependency logic evaluates each dependency rule if the related Dependent Question is displayed to determine if it is ‘true’ or 'false'. Dependency rules are ignored if the related Dependent Question is hidden.

Dependency Groups can have multiple Dependency Rules with a different visibility or required field set for each. The individual rules have configurable options for visible and required. When different rules in the same Dependency Group have different visible and required options, the first rule that is evaluated will be honored, and all subsequent rules in the Dependency Group will be ignored. In the event of multiple Dependency Rules, a Dependency Group Type of ‘AND’ evaluates if all Dependency Rules are ‘true’ and makes the visible and required determination off of the last Dependency Rule evaluated to make the Dependency Group ‘true’. A Dependency Group Type of ‘OR’ evaluates if at least one Dependency Rule is ‘true’ and makes the visible and required determination off of the first Dependency Rule where the conditions are ‘true’.

Question-based Dependency

Expression-based Dependency

Expressions

Expressions use JavaScript language (see https://www.geeksforgeeks.org/javascript-regexpregular-expression/) to perform logical and mathematical operations to determine if the expression is valid. If an expression does not result in a ‘true’ or false', syntax errors are present and the expression is considered invalid. Document Persistence is ignored when an Invalid expression exists.

Document Persistence and Validators use Boolean expressions to create a ‘true’ or ‘false’ statement. A Boolean expression is defined using logical operator such as, AND (&&) and OR (||), which can be used in combination with built-in expressions (see Shortkeys and Helper Functions in this section for additional information), to result in a ‘true’ or ‘false’. Question responses are wrapped in braces (curly brackets) within the expression; the question code is in curly braces.

The SnapUtility.ReasonEqualToAny is a special function that cannot be used in combination with other expressions and will perform the requested action on existing student documents where the document reason matches any of the values provided to the function.

For the expression-based rules, if one of the dependent questions is hidden. then the whole expression will not be evaluated. However, including“@” before the question code in the expression will allow the smart form to evaluate the question even if it is hidden. Example: (@{studentsMaritalStatus})

Customer Zone Knowledge Base

Smart Form Manager

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