Formset Quick Start Guide

Accessing the Formset screen:

To manage rule groups and rules, click on Formset icon (1). The Configuration will default to Formset (2) - Tickets (3) - Configuration (4).

How to create your first Formset Rules

This video guides you through the steps needed to create Rules and test them in the Agent Simulators.

Action List

1. Create a Rule Group (thereafter if required)
2. Create a Rule
3. Select a Driving Field and Field Value
4. Select a Controlled Field
5. Check in the Agent Simulator
6. Save
7. Enable App Runtime (install default is set to disabled) 

Using Formset in Guide (Help Center)

The Formset rules you define can be used to control requests created using the Guide (Help Center) interface.  See Using Cloudset apps in Guide (Help Center) for details of how to use Formset in Guide.