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Creating Field Rules

Field rules can be created in POSify to dynamically show or hide customization fields, based on the value of one or more other fields.

SUBSCRIPTION PLAN

Field rules are only available to customers on the Growth or Pro plan.

Managing field rules

To create a field rule, first create or edit a customization field, and click the Manage rules button: Manage rules

Building a ruleset

A ruleset is made up of the following:

  • Action: Show/Hide - Whether to show or hide the field based on the following rules
  • Logic condition: All/Any - Whether any or all of the following rules have to be matched
  • Rules: A list of one of more rules, explained below

An individual rule is made up of the following:

  • Field: The reference field that is being checked against
  • Operator: How the reference field value should be compared to the target value (e.g. is equal to, contains, is greater than)
  • Target value: The value of the reference field that is being checked

Multiple rules can be chained together, to create a ruleset.

Available operators

The following operators can be used when creating a rule:

OperatorReference Field TypeExample Use Case
is equal toText, Textbox, Number, Date, Time, True/False, ListSKU equals "ABC123"
is not equal toText, Textbox, Number, Date, Time, ListSKU does not equal "ABC123"
containsText, Textbox, ListManufacturer contains "Audi"
does not containListManufacturer does not contain "Audi"
is greater thanNumberResell price is greater than 1000
is less thenNumberResell price is less than 1000
is beforeDate, TimeService date is before 01/01/2026
is afterDate, TimeService date is after 01/01/2026

Example rulesets

Example 1

Show the Service Date field, if the Requires Service field is set to True: Rules

Example 2

Show the Engraving Font field, if the Add Customization? field is set to True and the Customization Type field is set to Engraving: Rules