You use rule-based forms to collect information from the responders of the form and, based on their input, display different fields of the form.
EXAMPLE: You have a form where the users fill out their address. You want to display the State field only to users whose address is in the United States. In this case, you can create a rule for this form that whenever a respondent selects USA in field Country, a field State is displayed. To other users the field State will be hidden.
PREREQUISITES: You can create rules only for MVC forms.
To use form rules notifications, you must have configured a notification profile. For more information, see Configure notification profiles.
You can create conditions for any field of the form and the actions that you can specify after the conditions are met are the following:
The rules are executed in the reverse order – the rule that you create last has the highest precedence.
One of the actions that you can configure as part of a form rule is to send notifications to certain emails when a condition in a form is met. If you want to use this option, you must enable notifications.
To enable notifications, perform the following:
To create form rules, you must first create the form together with all of the fields and steps. Afterwards, to create a rule, perform the following:
NOTE: If, as condition, you are using a field that is multiple choice or checkboxes, you do not have operators contains and doesn’t contain, because the input is predefined.
EXAMPLE: If you want to create a rule for all users whose country is the USA, in the first dropdown box select Country, in the second dropdown box select is, in the input field, enter USA.
To add more conditions, click the plus icon.
You can specify conditions for any of the fields of the form. When the form responder meets the conditions that you specify, you define the actions that are going to be executed.
Under THEN…, perform the following:
To hide a field, open the widget for editing and in select dropdown box Hidden field.
EXAMPLE: You want a field ABC to be hidden for everyone, except for a certain group of people. In this case, open field ABC for editing and select Hidden field dropdown box. Afterwards, create a rule to show field ABC, based on the desired condition.
NOTE: You can hide fields that have required input.
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