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Creating Field/Group Rules

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

SUBSCRIPTION PLAN

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

Managing field/group rules

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

Building a ruleset

A ruleset is made up of the following:

  • Action: Show/Hide/Require - Whether to show, hide or require the field/group 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:

  • Target: The reference field, or cart value that is being checked against (cart values are only applicable to cart fields)
  • 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

Targetting a field

The following operators can be used when creating a rule targetting a field:

OperatorField 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 emptyText, Textbox, Number, Date, Time, True/False, List, PhotoResell price is greater than 1000
is not emptyText, Textbox, Number, Date, Time, True/False, List, PhotoResell price is greater than 1000
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

Targetting the cart

The following operators can be used when creating a rule targetting a cart value:

OperatorCart ValueExample Use Case
is equal toSubtotal, Grand Total, Total ItemsCart subtotal is equal to $100.00
is not equal toSubtotal, Grand Total, Total ItemsCart total items is not equal to 0
is greater thanSubtotal, Grand Total, Total ItemsCart grand total is greater than $250.00
is less thenSubtotal, Grand Total, Total ItemsCart total items is less than 5

Example rulesets

Example 1: Showing a field (2 rules)

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

Example 2: Showing a group (single rule)

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

Example 3: Requiring a field (single rule)

Require the Tax Number field, if the cart total is greater than $1000.00: Rules