Workaround for lack of and/or functionality on forms rules?
I'm trying to build a form that works something like this:
- The user is given a special code during a live webinar and is redirected to my form at the end of the webinar.
- The user enters their details on the form, including the session name from a dropdown and enters the code given during the webinar. Each session has a different code.
- If the user enters the correct code for the webinar they attended, Zoho forms will automatically send them a certificate of attendance after submitting the form. If the user does not enter the correct code for the session, the form gives them an error and does not allow submission.
If there is only one session and one code, I can use field rules as a workaround. I started by creating a description that says "You have not entered the correct code," which appears by default. I then created a checkbox that says "You entered the correct code. Please check this box to receive your certificate." I made the checkbox mandatory.
Then, I used field rules. IF session attended = ABC Session AND Code = XYZ, THEN Hide "You have not entered the correct code" description AND Show "You entered the correct code. Please check this box to receive your certificate" checkbox.
Again, this works as long as I only have one session, but once you've used a search field in one rule, you can't use it in another, so I cannot create a rule for each session that involves the same search fields or the hide/show functionality like I wanted.
There's also no and/or functionality, meaning I cannot set it up in a way that says IF session attended = ABC AND code = XYZ OR session attended = DEF AND code = UVW, THEN hide the description and show the checkbox.
Is there a workaround for this? In my perfect world, I would only have one form because then I could easily track who requested certification from all my webinars in one place. Without something that works like this, if someone requests their certification at a later date, I might have to look through dozens of forms to see which session they attended.
We recently became approved to provide continuing education credits through an industry accreditation body. They require us to use a verification code and also have rules about us maintaining lists about who earned CE credits, which is why I want to automate it as much as possible and keep it all in one place. I may never need the info, but if they ask for it and I can't provide it, we'll lose our authority.
We have Zoho One, so I've looked into other solutions within the suite to help me manage this better. Forms seems like it has the most potential but it's not coming together.
Campaigns does not seem viable because many of our clients share an email address and the name in Campaigns needs to match the name in CRM - imports/ automation override the name which is there by sync.
Flow does not seem viable because it will not provide me with a single list of validated respondents.
Any help/ ideas would be greatly appreciated.
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