Introducing Form Rules

You can now customize your Webforms and the Candidate Application Form using the all-new Form Rules. This lets you add flexibility and control by enabling conditions and actions based on candidates' input.

Why use Form Rules? 

Form Rules empower you to create a personalized and clutter-free experience for candidates by personalizing the form content based on their input. This reduces the submission of irrelevant details and improves candidates' experience by only displaying necessary fields.

Here's How it works

Form Rules are configured by defining conditions and actions within your Webforms.

Scenario: Experience Level-Based Fields

Not all candidates need to fill out the same details in their application forms. For example, a fresher may not have extensive work history, whereas an experienced professional might need to provide detailed information about past roles and projects.

Solution: Use a Form Rule to adapt the form dynamically based on the candidate's response to the "Current Job Title" field:

• If the candidate selects "Fresher," fields such as "Experience in Years," "Current Salary" and "Work History" remain hidden, simplifying the form for those just starting their careers.
  
• If the candidate is experienced, these additional fields are displayed, allowing them to provide detailed professional information.
  

This approach ensures that candidates only see and fill out fields relevant to their experience level, reducing unnecessary input while improving the accuracy and relevance of collected data.

Configurable Actions 

You can trigger actions in a form rule when specific conditions are met. Triggerable actions include:

1. Show Fields or Sections: Personalize the form layout based on conditions.
2. Set Mandatory Fields: Ensure crucial details are always captured.
   
3. Request Attachments Dynamically: Collect specific documents when needed.
   
4. Show Tabular Views: Organize structured data like previous job history in an intuitive format.
   

Note:

A single condition can include up to 25 actions.

Form Rules for the Candidate Application Form 

Form Rules aren’t just for Webforms—they extend to Candidate Application Forms as well. You can show or hide fields, set them as mandatory, and request specific attachments, just like in Webforms.

With Form Rules in the Candidate Application form, you can

• Personalize the form based on candidate inputs.
  
• Collect relevant and accurate data.
  
• Simplify the application process for candidates.
  

Note:
Form Rules must be configured separately for Candidate Application Form via Setup > Career Website > Candidate Application Form.

Refer to the help article for more details. If you have any questions, suggestions or require assistance, please reach out to our customer support team at support@zohorecruit.com.

 

Regards,
Team Zoho Recruit

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