Cross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation

Cross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation

Hello everyone,

We're introducing cross-screen field support with conditional rules in Wizards!

Previously, conditional rules were limited to just one screen, which forced users to create extra fields to link information between screens. Now, with cross-screen field support, you can set up conditions that pull information from previous screens and apply them as you move forward.



For example, in a bank account registration wizard:


1. The first screen collects basic details such as name, phone number, email address, and age.



2. The second screen gathers address information.



3. The 
third screen displays guardian information, but only if the age field from the first screen is less than or equal to 18.



This rule is created using the conditional rule on the third screen, which is based on the input field value entered in the first screen.




Cross-screen field support enables users to set rules that draw on fields from previous screens while keeping actions tied to the specific screen to which they apply. This creates a dynamic, user-friendly experience where conditions adapt based on prior inputs.

Now let's consider another scenario—a product customization wizard:



1. The
 first screen collects basic information.

2. The second screen prompts the user to choose a product type ("smartphone" or "laptop") and input the model name.

3. Based on these choices, the third screen offers relevant options—such as color selections for smartphones or processor configurations for laptops—using conditional rules that reference previous screens' inputs.

This makes the process efficient while keeping each action screen-specific.

In both cases, cross-screen field support enables you to set rules that draw on fields from previous screens, while keeping actions tied to the specific screen to which they apply. This creates a dynamic, user-friendly experience where conditions adapt based on prior inputs.

Additionally, with the "back" button on the bottom left corner of the screen, users can move between different screens more easily, which adds convenience to the breadcrumb navigation on top.

Learn more about Wizards here.

Thank you!

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now