Field Rules with Subform Fields
If you wish to use the fields within a Subform of your form while configuring the Field Rules, you will have to to switch to Advanced Rules.
Using Subform fields in both the Condition and Action of a Field Rule
You have a Subform within your Job Application form with a section to provide education qualifications. It includes fields for selecting a qualification and entering a University name. You want to ensure that if a user selects a qualification, they provide the corresponding University name.
Field Rule:
Condition: If Qualification (subform field) is not empty
Action: Show School/University Name (subform field)
This rule checks if the Qualification field within the Subform is filled. If a qualification is selected, only then it shows up the School/University Name and the Year Completed fields in that Subform row. If the University Name is left blank while a Qualification is selected, an error message will be thrown to prompt the user to provide the missing information.
When using Subform fields in both the condition and action of a Field Rule, the rule will be evaluated for each row added in the subform, and the action will be performed accordingly. This allows you to apply the condition and action to each individual row within the subform.
Using a Form field in the Condition and a Subform field in the Action
You have a form to order a gift where you let the users choose if they want to include flowers and chocolates. You have a Subform within this form to get additional details about the flowers and chocolates. If the user selects to include only flowers, then hide the column that asks for details about chocolates. This ensures that when the user chooses only flowers, they won't see or be prompted for information about chocolates. This ensures that when the user chooses only flowers, they won't see or be prompted for information about chocolates.
Field Rule:
Condition: If Include Flowers (form field) is selected
Action: Hide Select Chocolates (subform field)
When using a form field in the condition and a Subform field in the action, the Field Rule evaluates the condition based on the the form field, and then the action is performed on all rows of the subform.
Note: When using 2 rules to execute action on a subform field, the rule with the form field in the condition takes priority and is evaluated first.
Points to remember
- A Condition field must be placed prior to the Action field.
- If a Formula field is used in the rules, field(s) involved in a formula must be placed prior to the Formula field in the form.
- Once you choose a particular action (Show/Hide) for a field, you will have to continue using the same action on that field in any rule elsewhere. For example, if you choose to Hide the Phone field, you must use the Hide action to use the Phone field elsewhere in the Then section.
- 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.
- A rule condition cannot include fields from multiple Subforms of the same form.
- If you use a Subform field in a condition, only the fields of the same subform can be used in the action of that rule.
- If all of the fields used in a condition's rule are form fields and do not involve any subform fields, you can use any subform's fields in the rule's action.
- The Subform field used in the condition must be placed prior to the subform field used in the action of that rule.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Field Rules
Overview Using the Field Rules, you can choose to show or hide certain form fields to your respondents or set certain fields as mandatory to fill in based on their previous responses on the form. This way, you can let your respondents see only the ...Subform
Table of Contents Overview Adding a Subform Subform Entry Limit Validate Duplicates in Subform Serial Numbers for Subform Entries Sum of Field Entries in Subform Types of Subform Overview A Subform is a secondary form that lets you add multiple line ...Form Rules
With the Form Rules, you can choose to trigger different actions upon form submission if the defined conditions are satisfied. You can automatically trigger emails, assign tasks, decide on the Thank You page to be displayed or redirect the ...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 ...Field Properties
Table of Contents Overview Dynamic Field Labels Rename Uploaded Files Assign Values to Choices Import Choices Group Choices Choice Availability Overview You can set the properties to customize each field added to your form. To do so, click the field ...
New to Zoho LandingPage?
Zoho LandingPage Resources