Using Wrapped Rule Sets for Advanced Logic

Instructions

1. Understand when to use wrapped rule sets

• Wrapped logic is helpful when:
  • You have multiple nested rule sets, and
  • You want to apply a final, top-level condition that governs the entire group
• Example:
  
  • Show the overseas disclosure section if:
    • The contact is a company AND
    • The company is not based in Australia
    • OR the company is based in Australia but operates overseas
      AND
  • The transaction involves more than $1M.”
• This requires multiple conditions grouped and evaluated as a block, wrapped in a higher-level rule.
  
  

2. Open the Logic tab

• Select the field, section, or template to control.
• Click the Logic tab.
  
  

3. Build out your rule sets and nested conditions

• Create your initial Rule Sets and Nested Sets as you normally would.
• Set internal connectors (AND/OR) for each block of logic.
  
  

4. Apply a wrapping rule

• Once you’ve built out your logic, click + Wrapping Rule.
• Select the connector (AND or OR) to apply across all your grouped logic sets.
  
  • This becomes the top-most layer, evaluating the final outcome.

• The wrapped rule ensures your grouped logic only applies when its top-level condition is met.
  
  

5. Review the wrapping structure

• Wrapped logic is visually separated and sits above your nested groups.
• Confirm that it reflects the logical relationship you need.
  
  

6. Save and test

• A logic pill will appear after saving.
• Click the pill to view the wrapped logic summary.
• Use Preview to test across multiple input combinations.

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Common Issues & Solutions

Issue: Logic behaves unexpectedly across conditions
Solution: Review whether nested rule sets are being interpreted as expected. Wrapped logic must be carefully structured — one misplaced connector can change the result.
Issue: Too many layers to troubleshoot easily
Solution: Break down your logic into smaller rule sets, test individually, then add the wrapping rule once the underlying logic works.