Defined Smart Sources
Defined Smart Sources, or LogicStacks as we like to call them, allow you to configure a smart source for situations where you need to conditionally return a smart source or a constant value. There are many situations where this can be useful, and it gives users a lot of creative freedom! Below are some generic examples of the type of logic that can be achieved with conditional smart sources:
- You have a field on your form and you want to return
123ifABCis true or return456ifXYZis true. - You have a field on your form and you want to return
123only onceABCandXYZare populated.
Navigation: Manage GT eForms 3.x > GT Functional Setup > eForm Parts Gallery > Custom Parts > Defined SmartSources
Search
Search By Fields
| FIELD | VALUE |
|---|---|
| Unique Smart Source ID | Optional – enter full or partial ID of desired defined smart source to view/edit |
Search Result Fields
| FIELD | VALUE |
|---|---|
| Unique Smart Source ID | Displays the ID of the existing defined smart sources based on the Search By fields Note: this cannot be changed after adding a new value |
| Smart Source | Displays the name of the existing defined smart sources based on the Search By fields |
| Type | Displays the smart source type of the existing defined smart sources |
| Smart Source Return Type | Displays the data type of the existing defined smart sources |
Logic Stacks
The Logic Stacks page is used to define what are the possible values that may be returned in the smart source, and the logic for when that value should be returned.
Smart Source Properties
| FIELD | VALUE |
|---|---|
| Smart Source ID | Displays the ID value entered when adding a new defined smart source |
| Smart Source Return Type | Field data type returned by the defined smart source with the options of date, number, or string (all supported characters) |
| Smart Source Name | Enter a unique name to refer to this smart source anywhere within the GT Framework |
Smart Source Logic
| FIELD | VALUE |
|---|---|
| Up Arrow (button) | Moves the row up |
| Down Arrow (button) | Moves the row down |
| Type | Dropdown - select Constant to add a static value or select Smart Source for a dynamic value |
| Constant | Enter a static value where the data value matches the option selected for Smart Source Return Type Note: If String is selected for Return Type, field is limited to 254 characters. |
| Smart Source | Enter a smart source where the data value matches the option selected for the Smart Source Return Type |
| Search | Use the lookup icon to select any smart source in the framework |
| Logic | Use to add a visual if for when the defined smart source should return the value in the row |
| Add a Row (button) | Adds a new row below the row where the button is clicked |
| Delete a Row (button) | Deletes the row where the button is clicked |
Configuration Tips
The logic stack will resolve in the row order that is configured. That means if the visual if on the first row is true, then that value will be returned, and no further rows will be evaluated. If you need to re-sort the row order, you may use the Up and Down arrows to set the correct sequence. If none of the visual ifs return true, then the smart source will not return any value. If you set the last row of the stack to have a constant/smart source but use a blank visual if, it will have the same effect as none of the rows returning true and equate to saying “if else” return this value.
You can use these smart sources anywhere in the framework (email templates, initialize from, update when the source changes, etc.). However, they may not work in participation rosters to control who can see the form task links. That is because participation rosters cannot rely on form data. You may use a logic stack in a participation roster if it only uses system variables, such as Current Oprid.