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.
   
   
   
   

   
   
   
   

   Notes: 
   

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

   
   
4. Click Next after choosing the fields.
   
5. Under Map Dependent Choices, To add primary field choices, 
1. Click  +Add. 
   
   
2. Click Done after selecting the required primary field choices for which we need to map dependent fields. 
   
   

   

   
   
   

   Note: For any primary field choices that are not mapped, all dependent field choices will be displayed by default when the form is accessed. 
6. You can find the primary field choices on the left side and the dependent fields 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 mapped for the selected primary field choices. To ensure only relevant choices are displayed in the dependent fields,
1. Click on the dependent field corresponding to the primary field you want to customize.
   
2. Select +Choose Manually.
   
   
3. Now you can choose the specific dependent field options that should be displayed for the selected primary field choice.
   
   
   
   
   
   
   
7. Click Save after mapping the fields.
8. To add more choice-based field rule in your form, click + Add.

Editing Choice-based Field Rules

1. Hover over the rule you wish to edit and click the edit icon.
   
   
   
   
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 Done once the changes are made.
   
   
   
   
   
   
4. Click Save and update your choice list.

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.