Choice-based Field Rules

Choice-based Field Rules

Choice-based Field Rules allows you to creates a dynamic and interactive form experience by filtering out options available in a picklist (Multiple Choice/Dropdown) field based on the selection made in another field.  

For example, imagine you are having a office supplies request form. You have field named Department which contains various options like Marketing, Finance and Sales and a picklist called Supplies with a list for all department's office supplies. Respondents might find it overwhelming if they find lengthy supplies list with choices irrelevant to the particular department (e.g., Marketing staff wouldn't require supplies like Ten-key Calculators or Deposit Slips). 
With Choice-based Field Rules, Supplies picklist change dynamically by displaying picklist containing office supplies relevant to that specific department. A Marketing department user might see options like Markers, Sticky Notes, Business Cards, Marketing Brochures, Product Flyers, Promotional Items and a Finance department user might see options like Calculator, Check ProtectorsDeposit Slips, Ten-Key Calculators, Check Stamps, Coin Counters, Receipt Organizers, Sticky Notes, Markers. This eliminates the need to scroll through the unrelated options.


With Choice-based Field Rules you don’t need to create separate picklists for each department. One comprehensive list adapts based on the chosen department. Choice-based Field Rules allow you to have the same choice appear in multiple categories, even though each category might have distinct choices overall.

Configuring Choice-based Field Rules

  1. After building your form, navigate to Rules tab.
  2. Under Choice-based Field Rules, click Configure Now.
  3. To create a new rule, you have to choose fields from your form.
    1. Primary Field: The first picklist you choose is the Primary Field. Your selection here determines what happens to the second list.
    2. Dependent Field: The second picklist you choose is the Dependent Field. The options available in this list change dynamically based on your selection in the primary field.

      Primary Field and Dependent Field

      Note: 
      1. Primary Field picklist should always be placed above the Dependent Field picklist in the form builder.
      2. Group Choices, Global Choices, Radio and Checkbox fields are not supported.

  4. Click Next after choosing the fields.
  5. Under Map Dependent Choices, you can find the primary field choices on the left side and dependent field on the right side. For the corresponding primary field choice, you can map the dependent field choices that has to be displayed. By default, Show all choices is selected for all choices in primary field. To ensure only relevant choices are displayed,
    1. Click on the dependent field corresponding to the primary field you want to customize.
    2. Select +Choose Manually.

      Map fields


    3. Now you can choose the specific dependent field options that should be displayed for the selected primary field choice.

      Choose depend field choice to be displayed


  6. Click Done after mapping the fields.
  7. To add more choice-based field rule in your form, click + Add.

Editing Choice-based Field Rules

Suppose if you have already created a choice-based field rule for your form and later decide to add new option to the dependent field in your form builder. You want these new options to be mapped to specific primary fields choice in the existing choice-based field rule. To do so,
  1. Hover over the rule you wish to edit and click the edit icon.

    Editing rule

  2. You'll be directed to the Edit Rule page where you can edit the dependent field options associated with each primary field choice.
  3. Click the edit icon in the dependent field corresponding to the primary field choice you wish to edit.


    Click edit icon


  4. Update your choice list and click Done once the changes are made.
Notes:
  1. A field can be a dependent field to only one primary field.
  2. A field can be a primary field to atmost 5 dependent fields.
  3. Fields with more than 100 choices are not supported.
  4. You can configure a maximum of 10 choice-based field rules to a form.
  5. If the primary field is a Multi Choice field, selecting multiple options will display a combined list of options from all selected primary field values in the dependent field. This effectively merges the possible options from all selected primary field choices.
  6. The "Hide all Choices" option is available only when both primary and dependent field are dropdown fields.
  7. Basic field rules cannot be used in conjunction with choice-based field rule. Use Advanced Field Rules when using choice-based field rule.
  8. Fields configured in choice-based field rules cannot be deleted directly. If you need to remove a field, you must first remove its association with the rule before proceeding with deletion.
  9. Within a subform, a field can function as primary field only for other fields in the same subform. However, a subform field can function as a dependent field for fields within and out of the subform.


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