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README.txt in Rules Forms Support 7

Same filename and directory in other branches
  1. 7.2 README.txt
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 |||||||||||||||||||||||||||||| RULES FORMS ||||||||||||||||||||||||||||||
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 maintained by Felipe Caminada <caminadaf@gmail.com>
 Supported by CI&T

 Thanks to klausi and fago for original development and maintenance of
 the earlier version of Rules Forms, which was included with Rules 1.

 Also a very special thanks to Jordan Halterman for maintaining this project
 for a very long time and developing the 2.0 version.


 Installation
 ------------
 This module requires Rules 2 (http://drupal.org/project/rules).
 Navigate to administer >> modules and enable the Rules Forms module.


 Getting started
 ---------------
 This is a short usage guide to build Rules on you forms:

 * Go to the "Form events" page in the Rules administration menu
   (admin/config/workflow/rules/forms).
 * Select the checkbox "Enable event activation messages on forms" and hit the
   "Save settings" button.
 * Go to the form on your site that you would like to customize with Rules, e.g.
   go to 'node/add/article' to enable events on the "Create Article" form.
 * On the top of the page you will see a drupal message with a link to activate
   events for the form, click it.
 * Enter a human-readable label for identifying the form.
 * In some cases you may want to enable events for individual buttons on the
   form. To do so, check the checkbox labeled "Enable button level
   validate/submit events".
 * Confirm the activation by clicking the "Activate" button.
 * Go to the "Triggered rules" admin page (admin/config/workflow/rules) and
   click the "Add a new rule" link.
 * Fill out the label, choose a form event by selecting one in the "Rules Forms"
   group and confirm with "Save changes".
 * Now you can add conditions and actions to react on the form event.


 Activating button level validate and submit events
 --------------------------------------------------

 In some cases, form level validate and submit events may not appropriately
 trigger your rules because forms may implement button level validate or submit
 handlers or you may just want to target a specific form button for validate
 or submit events. To activate button level validate and submit events:

 * When activating events for a form, select the option labeled "Enable button
   level validate/submit events".
 * When creating new rules, you will find events for individual form buttons.
 * Note: In Rules 2.x you can create rules that react on multiple events. Rules
   forms rules can be invoked on form and button level validate/submit events.


 Creating form element conditions and actions
 --------------------------------------------

 The Rules forms module allows you to manipulate single form elements, where you
 need the ID of the element. This guide shows you you how to find them.

 * Create a new reaction rule using the Rules interface.
 * Select the desired event for the target form.
 * On the following screen you will be displayed a select list of form elements.
   Select the target form element from the select list and click "Continue".
 * Note: Form elements are categorized by type to make them easily identifiable.
 * In the event that the form element select list is not populated, try
   rebuilding form element data as described below.

 Known issue #1429622: *The Rules data selector cannot currently be used to
 select form elements*
 Please use the Conditions and Actions provided by Rules Forms instead, or
 create your own.

 Using the form element inspection tool
 --------------------------------------

 Rules forms provides a tool for inspecting form elements on active forms.
 This tool can be used to determine the current attributes of form elements and
 to inspect elements following the execution of rules.

 * Navigate to the "Form events" page in the Rules administration menu
   (admin/config/workflow/rules/forms)
 * Select the checkbox labeled "Enable form element inspection tool".
 * Click the button label "Save settings".
 * To use the inspection tool, navigate to a form whose events are activated.
 * Mouse over the question mark (?) near any form element to display a list of
   that element's current attributes and their values.


 Rebuilding form element data
 ----------------------------

 In the event that form elements are not being displayed within the element
 select list in the rules interface, you can rebuild Rules forms' internal
 storage of form element data.

 * Navigate to the "Form events" page in the Rules administration menu
   (admin/config/workflow/rules/forms)
 * Expand the fieldset labeled "Form elements".
 * Select the form whose elements you want to rebuild from the select list.
 * Click the "Rebuild" button.
 * Finally, navigate to the form whose elements need to be rebuilt. When the
   form is displayed for the first time, Rules forms will evaluate it and
   display a message notifying the user that the internal form information has
   been updated.


 Deactivate a form
 -----------------

 To deactivate form events for a form:

 * Navigate to the "Form events" page in the Rules administration menu
   (admin/config/workflow/rules/forms)
 * Expand the fieldset labeled "Active forms".
 * Select the forms you would like to disable from the checkboxes.
 * Click the button labeled "Deactivate events".
 * Note: deactivating form events will break existing rules that implement
   events provided by those forms.

File

README.txt
View source
  1. -------------------------------------------------------------------------
  2. |||||||||||||||||||||||||||||| RULES FORMS ||||||||||||||||||||||||||||||
  3. -------------------------------------------------------------------------
  4. maintained by Felipe Caminada
  5. Supported by CI&T
  6. Thanks to klausi and fago for original development and maintenance of
  7. the earlier version of Rules Forms, which was included with Rules 1.
  8. Also a very special thanks to Jordan Halterman for maintaining this project
  9. for a very long time and developing the 2.0 version.
  10. Installation
  11. ------------
  12. This module requires Rules 2 (http://drupal.org/project/rules).
  13. Navigate to administer >> modules and enable the Rules Forms module.
  14. Getting started
  15. ---------------
  16. This is a short usage guide to build Rules on you forms:
  17. * Go to the "Form events" page in the Rules administration menu
  18. (admin/config/workflow/rules/forms).
  19. * Select the checkbox "Enable event activation messages on forms" and hit the
  20. "Save settings" button.
  21. * Go to the form on your site that you would like to customize with Rules, e.g.
  22. go to 'node/add/article' to enable events on the "Create Article" form.
  23. * On the top of the page you will see a drupal message with a link to activate
  24. events for the form, click it.
  25. * Enter a human-readable label for identifying the form.
  26. * In some cases you may want to enable events for individual buttons on the
  27. form. To do so, check the checkbox labeled "Enable button level
  28. validate/submit events".
  29. * Confirm the activation by clicking the "Activate" button.
  30. * Go to the "Triggered rules" admin page (admin/config/workflow/rules) and
  31. click the "Add a new rule" link.
  32. * Fill out the label, choose a form event by selecting one in the "Rules Forms"
  33. group and confirm with "Save changes".
  34. * Now you can add conditions and actions to react on the form event.
  35. Activating button level validate and submit events
  36. --------------------------------------------------
  37. In some cases, form level validate and submit events may not appropriately
  38. trigger your rules because forms may implement button level validate or submit
  39. handlers or you may just want to target a specific form button for validate
  40. or submit events. To activate button level validate and submit events:
  41. * When activating events for a form, select the option labeled "Enable button
  42. level validate/submit events".
  43. * When creating new rules, you will find events for individual form buttons.
  44. * Note: In Rules 2.x you can create rules that react on multiple events. Rules
  45. forms rules can be invoked on form and button level validate/submit events.
  46. Creating form element conditions and actions
  47. --------------------------------------------
  48. The Rules forms module allows you to manipulate single form elements, where you
  49. need the ID of the element. This guide shows you you how to find them.
  50. * Create a new reaction rule using the Rules interface.
  51. * Select the desired event for the target form.
  52. * On the following screen you will be displayed a select list of form elements.
  53. Select the target form element from the select list and click "Continue".
  54. * Note: Form elements are categorized by type to make them easily identifiable.
  55. * In the event that the form element select list is not populated, try
  56. rebuilding form element data as described below.
  57. Known issue #1429622: *The Rules data selector cannot currently be used to
  58. select form elements*
  59. Please use the Conditions and Actions provided by Rules Forms instead, or
  60. create your own.
  61. Using the form element inspection tool
  62. --------------------------------------
  63. Rules forms provides a tool for inspecting form elements on active forms.
  64. This tool can be used to determine the current attributes of form elements and
  65. to inspect elements following the execution of rules.
  66. * Navigate to the "Form events" page in the Rules administration menu
  67. (admin/config/workflow/rules/forms)
  68. * Select the checkbox labeled "Enable form element inspection tool".
  69. * Click the button label "Save settings".
  70. * To use the inspection tool, navigate to a form whose events are activated.
  71. * Mouse over the question mark (?) near any form element to display a list of
  72. that element's current attributes and their values.
  73. Rebuilding form element data
  74. ----------------------------
  75. In the event that form elements are not being displayed within the element
  76. select list in the rules interface, you can rebuild Rules forms' internal
  77. storage of form element data.
  78. * Navigate to the "Form events" page in the Rules administration menu
  79. (admin/config/workflow/rules/forms)
  80. * Expand the fieldset labeled "Form elements".
  81. * Select the form whose elements you want to rebuild from the select list.
  82. * Click the "Rebuild" button.
  83. * Finally, navigate to the form whose elements need to be rebuilt. When the
  84. form is displayed for the first time, Rules forms will evaluate it and
  85. display a message notifying the user that the internal form information has
  86. been updated.
  87. Deactivate a form
  88. -----------------
  89. To deactivate form events for a form:
  90. * Navigate to the "Form events" page in the Rules administration menu
  91. (admin/config/workflow/rules/forms)
  92. * Expand the fieldset labeled "Active forms".
  93. * Select the forms you would like to disable from the checkboxes.
  94. * Click the button labeled "Deactivate events".
  95. * Note: deactivating form events will break existing rules that implement
  96. events provided by those forms.