Conditional Rules | Page Rules - Zoho Forms

Page Rules

Overview

You can use Page Rules to direct form respondents to a specific page in a multi-page form based on their input. Using multi-page forms with Page Rules is a smart way to ensure that your respondents see only the pages relevant to them while filling out the form. This gives them a smooth form-filling experience without tiring them out with irrelevant pages.  You can use Page Rules to create multiple distinct personalized journeys for respondents based on their preferences. Say, your form contains a choice-based field, you can create a unique personalized journey for each choice selected as not everyone will need to see every page.
A rule for a page can be created in 2 ways. You can either navigate respondents to different pages of your form based on their input or directly skip them to a specific page irrespective of their input. 

Navigate to a Page Based on Respondent Input

Say, you have a multi-page form with 6 pages.

Whats happens here?

Page Rules
When a respondent on the Page 1 of your form,
  1. Selects Product 3 from the Select an Item dropdown -> will be taken to Page 3 on clicking Next.
  2. Selects Product 4 from the Select an Item dropdown -> will be taken to Page 4 on clicking Next.
  3. Selects any other product other than Product 3 or Product 4 or no input -> will be taken to Page 5 on clicking Next.
Once you have configured Page Rules for a page, the sequence of the next page depends on the configured rule. If the rule is not satisfied, it will skip to the page given in the Finally section and not to the next page in the page sequence.

Skip Pages Irrespective of Respondent Input

Now say, the respondent has landed on Page 3 after selecting Product  3 on Page 1.
The journey of your respondent from here will again depend on the rules you configure for Page 3.
If you do not configure any Page Rules for Page 3, the respondent will go to the next page ( Page 4) by default. 
If you don't want your respondent to see the next page ( Page 4), and instead go straight to Page 6, regardless of what is entered on Page 3, simply skip to Page 6 in the No Rules? section of Page 3, as shown.

Skip to a page irrespective of user input

What if rules for a page satisfy the same condition but are set to go to different pages?

In cases where multiple rules satisfy the same condition but are configured to skip to different pages, the respondent will skip to the page in the lowest sequence, that is, the page which comes first in sequence among the rules satisfying the condition. 
Say, you have a Rating field to rate your service from 1 to 5.
You want to direct your respondents who give a rating of 3 or less to provide feedback on Page 3 and those who give a rating of 3 or greater to provide a testimonial on Page 4.
If the Rating field is left empty, the respondent will skip to the page given in the Finally section ( Page 5).


What if the respondent rating is 3? Will the respondent skip to Page 3 to provide feedback or Page 4 to provide testimonial?
The respondent will skip to Page 3, since it comes first in sequence to Page 4.

Configuring Page Rules

Let's take a simple example of a Travel Request Form.
You can split your long form into different pages a s shown using the Page Break field:
  1. Personal Details
  2. Travel Details
  3. Dependant Details
  4. Additional Services
  5. Travel Confirmation


Now, for a passenger who is travelling alone, the  Dependant Details page is irrelevant. This is where Page Rules come into play. With Page Rules, you can skip the  Dependant Details page for passengers travelling alone and take them directly to the Additional Services page.



Let's take the use case of this Travel Request Form and see how we can configure Page Rules.

To create a Page rule,
  1. Create a multi-page form using the Page Break field.
  2. Navigate to the Rules tab and click Configure Now.
  3. Select the page for which you want to configure rules.

    Select a page to configure rules

  4. Click and define the conditions and actions for the page rule.
    Note: If a page has no rules, then it will be directed to the next page in the form by default. To change this selection, you can direct it to the required page in the No Rules?  section.

  5. To add multiple conditions in a rule, click the icon.
  6. In the Skip to section, choose a page within your form where the respondent must be taken to if the rule is satisfied.
  7. To add more than one rule to a page, click the + icon below the Rule box.
  8. To duplicate a rule in a page, click the duplicate icon below the Rule box.
  9. In the Finally section, specify the page where the respondent should be taken to, if none of the rules specified for a page are satisfied.
    Page Rule configuration
    If your use-case requires the use of AND and OR operators within the conditions of the same rule, you can Switch to Advanced Rules. Note that once you switch, all the Field Rules you will configure for your form moving forward will be in the Advanced Rule format.
  10. Once you have configured the rules, click Add to save and view the rule summary.

    Page Rules Summary
  11. To filter rules, click the filter icon in the top-right corner. 
Rules are case-sensitive which means the conditions trigger actions only when the case of the text in the defined condition matches the case of the respondent input. Check out an example to understand this better.
Let's look at another advanced example where multiple page rules are to be configured.
Say, you have an Apparel Order Form where you sell apparels for women and kids. Use the Page Break field to split your form into separate pages for women and kids and configure Page Rules such that the customers shopping for women  are directed to Women's apparel pages while, those shopping for kids are taken to the pages related to kids. Watch this quick video to understand this example better.



Supported Operators

Text and field comparison
  1. IsChecks if the selected field is equal to the set value
  2. Is Not: Checks if the selected field is not equal to the set value
  3. Is Empty: Checks if the selected field is empty
  4. Is Not Empty: Checks if the selected field is not empty
  5. Contains: Checks if the selected field contains a value in the condition
  6. Not Contains: Checks if the selected field does not contain a value in the condition
  7. Contains Any Of: Checks if a field contains any of the selected choices
  8. Contains All Of: Checks if a field contains all of the selected choices
  9. Contains None Of: Checks if a field contains none of the selected choices
  10. Starts With: Checks if the selected field starts with the given value
  11. Ends With: Checks if the selected field ends with the given value
Choice and selection
  1. Other Choice Is Not Empty: Checks if a value is entered in the Other choice
  2. Is Any Of: Checks if any of the choices chosen in the condition match
  3. Is None Of: Checks if none of the choices chosen in the condition match
Numeric Comparison
  1. Less Than: Checks if a number is less than a given value
  2. Greater Than: Checks if a number is greater than a given value
  3. Less Than or Equal To: Checks if a number is less than or equal to a given value
  4. Greater Than or Equal To: Checks if a number is greater than or equal to a given value
  5. Between: Checks if a number/date is between 2 given values
  6. Not Between: Checks if a number/date is not between 2 given values
Date and Time Comparison

Day of the week
  1. Day Is: Checks if a date falls on the selected day of the week
  2. Day Is NotChecks if a date does not fall on the selected day of the week
  3. Is Any of Selected Days: Checks if a date falls on any of the selected days of the week
  4. Is None of Selected Days: Checks if a date does not fall on any of the selected days of the week
Relative Days
  1. Is Previous Day: Checks if a date falls on the previous day
  2. Is Current Day: Checks if a date falls on the current day
  3. Is Next Day: Checks if a date falls on the next day
  4. Is Before [x] Day(s): Checks if a date falls 'x' number of days before the current date
  5. Is After [x] Day(s): Checks if a date falls 'x' number of days after the current date
Week
  1. Is Previous Week: Checks if a date falls in the previous week
  2. Is Current Week: Checks if a date falls in the current week
  3. Is Next Week: Checks if a date falls in the coming week
Month
  1. Is Previous Month: Checks if a date falls in the last month
  2. Is Current Month: Checks if a date falls in the current month
  3. Is Next Month: Checks if a date falls in the next month
  4. Month Is: Checks if a date falls in selected month of the year
  5. Is Any of Selected Months: Checks if date falls in any of the selected months of the year
  6. Is None of Selected MonthsChecks if date does not fall in any of the selected months of the year
Year
  1. Is Previous Year: Checks if a date falls in the last year
  2. Is Current Year: Checks if a date falls in the current year
  3. Is Next Year: Checks if a date falls in the coming year
  4. Year Is: Checks if a date falls in selected year
Past and Future
  1. Is in the Past: Checks if a date falls in the past
  2. Is in the Future: Checks if a date falls in future 
Time
  1. Time Is BeforeChecks if the time falls before the specified time.
  2. Time Is AfterChecks if the time occurs after the specified time.
  3. Time Is BetweenChecks if the time falls between two specified times.
  4. Time Is Not BetweenChecks if the time is outside the specified time range.
  5. Time IsChecks if the time matches the specified time.
  6. Time Is NotChecks if the time does not match the specified time.
Time on previous day
  1. Is Previous Day BeforeChecks if the time on the previous day is earlier than a specified time.
  2. Is Previous Day AfterChecks if the time on the previous day is later than a specified time.
  3. Is Previous Day BetweenChecks if the time on the previous day is within a specified time range.
  4. Is Previous Day Not BetweenChecks if the time on the previous day is not within a specified time range.
  5. Is Previous Day AtChecks if the time on the previous day matches a specified time.
  6. Is Previous Day Not AtChecks if the time on the previous day does not match a specified time.
Time on current day
  1. Is Current Day BeforeChecks if the time on the current day is earlier than a specified time range.
  2. Is Current Day AfterChecks if the time on the current day is later than a specified time range.
  3. Is Current Day BetweenChecks if the time on the current day is between a specified time range.
  4. Is Current Day Not BetweenChecks if the time on the current day is outside a specified time range.
  5. Is Current Day AtChecks if the time on the current day matches a specified time.
  6. Is Current Day Not AtChecks if the time on the current day does not match a specified time.
Time on next day
  1. Is Next Day BeforeChecks if the time on the next day is earlier than a specified time.
  2. Is Next Day AfterChecks if the time on the next day is later than a specified time.
  3. Is Next Day BetweenChecks if the time on the next day is within a specified time range.
  4. Is Next Day Not BetweenChecks if the time on the next day is outside a specified time range.
  5. Is Next Day AtChecks if the time on the next day matches a specified time.
  6. Is Next Day Not AtChecks if the time on the next day does not match a specified time.
Boolean Comparison
  1. True:  Checks if logical TRUE value is returned
  2. False: Checks if logical FALSE value is returned
The following table lists the operators that can be used with the corresponding field types to form a rule criteria in the If section:

   Field Types
   Supported Operators
Name
  1. Is Empty
  2. Is Not Empty
  3. Contains
  4. Not Contains
  5. Contains Any Of
  6. Contains None Of
Name - First
Name - Last
  1. Is
  2. Is Not 
  3. Is Empty
  4. Is Not Empty
  5. Is Any Of
  6. Is None Of  
  7. Contains
  8. Not Contains
  9. Contains Any Of
  10. Contains None Of
Single Line
Multi Line
Phone
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Contains
  6. Not Contains
  7. Starts With
  8. Ends With
  9. Is Any Of
  10. Is None Of
Number
Decimal
Currency
Rating
Formula
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Less Than
  6. Greater Than
  7. Less Than or Equal To
  8. Greater Than or Equal To
  9. Between
  10. Is Any Of
  11. Is None Of
Website
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Starts With
  6. Ends With
  7. Is Any Of
  8. Is None Of   
Address
  1. Is Empty
  2. Is Not Empty
  3. Contains
  4. Not Contains
  5. Contains Any Of
  6. Contains None Of
Address - Street Address
Address - Address Line 2
Address - City
Address - State/Region/Province
Address - Postal/Zip Code
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Contains
  6. Not Contains
  7. Is Any Of
  8. Is None Of
  9. Contains Any Of
  10. Contains None Of
Address - Country
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Is Any Of
  6. Is None Of
Email
Website
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Starts With
  6. Ends With
Date
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Less Than
  6. Greater Than
  7. Between
  8. Not Between
  9. Is Any Of
  10. Is None Of
  11. Greater than or Equal to
  12. Less than or Equal to
  13. Day Is
  14. Day Is Not
  15. Is Previous Day
  16. Is Current Day
  17. Is Next Day
  18. Is Before [x] Day(s)
  19. Is After [x] Day(s)
  20. Is Previous Week
  21. Is Current Week
  22. Is Next Week
  23. Is Previous Month
  24. Is Current Month
  25. Is Next Month
  26. Is Previous Year
  27. Is Current Year
  28. Is Next Year
  29. Month Is
  30. Year Is
  31. Is in the Past
  32. Is in the Future
  33. Is Any of Selected Days
  34. Is None of Selected Days
  35. Is Any of Selected Months
  36. Is None of Selected Months

Date-Time
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Less Than
  6. Greater Than
  7. Between
  8. Not Between
  9. Is Any Of
  10. Is None Of
  11. Greater than or Equal to
  12. Less than or Equal to
  13. Day Is
  14. Day Is Not
  15. Is Yesterday
  16. Is Today
  17. Is Tomorrow
  18. Is Before [x] Day(s)
  19. Is After [x] Day(s)
  20. Is Previous Week
  21. Is Current Week
  22. Is Next Week
  23. Is Previous Month
  24. Is Current Month
  25. Is Next Month
  26. Is Previous Year
  27. Is Current Year
  28. Is Next Year
  29. Month Is
  30. Year Is
  31. Is in the Past
  32. Is in the Future
  33. Is Any of Selected Days
  34. Is None of Selected Days
  35. Is Any Of Selected Months
  36. Is None Of Selected Months
  37. Is Previous Day Before
  38. Is Previous Day After
  39. Is Previous Day Between
  40. Is Previous Day Not Between
  41. Is Previous Day At
  42. Is Previous Day Not At
  43. Is Current Day Before
  44. Is Current Day After
  45. Is Current Day Between
  46. Is Current Day Not Between
  47. Is Current Day At
  48. Is Current Day Not At
  49. Is Next Day Before
  50. Is Next Day After
  51. Is Next Day Between
  52. Is Next Day Not Between
  53. Is Next Day At
  54. Is Next Day Not At
  55. Time Is Before
  56. Time Is After
  57. Time Is Between
  58. Time Is Not Between
  59. Time Is
  60. Time Is Not
Time
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Less Than
  6. Greater Than
  7. Between
Decision Box
Terms and Conditions
  1. True
  2. False
Radio
Dropdown
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Starts With
  6. Ends With
  7. Other Choice Is Not Empty
  8. Is Any Of
  9. Is None Of

Multiple Choice
Checkbox
Image Choices
  1. Contains
  2. Not Contains
  3. Is Empty
  4. Is Not Empty
  5. Contains Any Of
  6. Contains All Of
  7. Contains None Of

Matrix Choice
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
Slider
  1. Is
  2. Is Not
  3. Less Than
  4. Greater Than
  5. Less Than or Equal To
  6. Greater Than or Equal To
  7. Between
Signature
  1. Is Empty
  2. Is Not Empty



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