Field to Field Comparison

Field-to-Field Comparison

Overview 

Field-to-Field Comparison in Advanced Rules allows users to compare the values of two fields dynamically. This feature is particularly useful in scenarios where conditions depend on the relationship between two fields rather than pre-configured values.

Let's use an example to understand this better:
A customer receives an email from their bank with a link to a pre-approved loan offer of 500,000. The link redirects them to a loan request form, where they are required to fill out the Required Loan Amount field.
Loan Application Form

If the Required Loan Amount is less than or equal to the Pre-approved Loan Amount, the user can submit the request, and the loan will be auto-processed.
Field-to-Field Comparison

However, if the Required Loan Amount is greater than the Pre-approved Loan Amount (for example, 600,000), the bank requires the customer's income proof to process the loan. In this case, the Upload Income Proof field will be displayed dynamically to the customer.

Let's look at how it can be configured via Field Rules:
  1. Navigate to the Rules tab and under Field Rules, click Configure Now.
  2. Click Switch to Advanced Rules.
  3. Select the primary field as Required Loan Amount.
  4. To choose the secondary field for comparison, click the Choose Field Icon on the rightmost side and select the desired field, which in this case is Pre-approved Loan Amount.
  5. Select the dependent field as Upload Income Proof.
    Field-to-Field Comparison - Loan Example
  6. Click Save once you're done. The form is now ready to use. Learn more about configuring rules 

    Rule Summary

Supported Field-to-Field Comparisons

The following table lists the field types, their supported operators, and the supported fields available for Field-to-Field comparison to form a rule criterion in the 'If' section:
  

Field Types

Supported Operators

Supported fields for comparison

Single Line

  • Is

  • Is Not

  • Single Line

  • Number

  • Phone

  • Email

  • Date

  • Time

  • Date-Time

  • Month-Year

  • Website

  • Slider

  • Rating

  • DropDown

  • Name (Elements only)

  • Address (Elements only)

  • Radio

 

Number

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Is Less Than or Equal To

  • Is Greater Than or Equal To

  • Number

  • Decimal

  • Currency

  • Slider

  • Rating

  • Formula

Decimal

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Is Less Than or Equal To

  • Is Greater Than or Equal To

  • Number

  • Decimal

  • Currency

  • Slider

  • Rating

  • Formula

Phone

  • Is

  • Is Not

  • Phone

Email

  • Is

  • Is Not

  • Email

Date

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Is Less Than or Equal To

  • Is Greater Than or Equal To

  • Date

  • DateTime

Time

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Time

Date-Time

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Is Less Than or Equal To

  • Is Greater Than or Equal To

  • Date

  • Date-Time

Month-Year

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Is Less Than or Equal To

  • Is Greater Than or Equal To

  • Month-Year

Website

  • Is

  • Is Not

  • Website

Currency

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Is Less Than or Equal To

  • Is Greater Than or Equal To

  • Number

  • Decimal

  • Currency

  • Slider

  • Rating

  • Formula

Slider

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Is Less Than or Equal To

  • Is Greater Than or Equal To

  • Number

  • Decimal

  • Currency

  • Slider

  • Rating

  • Formula

Rating

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Is Less Than or Equal To

  • Is Greater Than or Equal To

  • Number

  • Decimal

  • Currency

  • Slider

  • Rating

  • Formula

Formula

  • Is

  • Is Not

  • Is Less Than

  • Is Greater Than

  • Is Less Than or Equal To

  • Is Greater Than or Equal To

  • Number

  • Decimal

  • Currency

  • Slider

  • Rating

  • Formula

  • Name (Elements only)

    • Title

    • First Name

    • Last Nam

    • Middle name

  • Is

  • Is Not

  • SingleLine

  • Name (Elements only)

    • Title

    • First Name

    • Last Name

    • Middle name

 

Address (Elements only)

  • Street address

  • Address Line 2

  • City

  • State

  • Zip code

  • Country

  • Is

  • Is Not

  • SingleLine

  • Address (Elements only)

    • Street address

    • Address Line 2

    • City

    • State

    • Zip code

    • Country

DropDown

  • Is

  • Is Not

  • Radio

  • Dropdown

DecisionBox

  • Is

  • Is Not

  • DecisionBox

  • Terms and Conditions

Radio

  • Is

  • Is Not

  • Radio

  • Dropdown

Terms and Conditions

  • Is

  • Is Not

  • DecisionBox

  • Terms and Conditions

  

Notes:
  1. This feature is supported only if you have switched to Advanced Rules.
  2. The dependent field, that's shown or hidden based on the field-to-field comparison, should be placed after the two fields being compared in the builder—this applies to Field Rules only.
  3. If a Date field and a Date-Time field are being compared, only the Date value is used for comparison.
  4. The following field types are not supported in Field-to-Field Comparison: MultiLine, Multiple Choice, Matrix Choice, Image Choice, Checkbox, and Signature. Ensure that the fields you want to compare are supported and listed here.
  5. For Phone fields, if both sides include the country code, the phone number with the country code will be compared. Otherwise, only the phone number will be considered.
  6. When comparing two Dropdown fields, if both use Group Choices, the comparison is based on the choice along with the group name. Otherwise, only the choice value will be compared.
  7. The Name and Address fields cannot be used directly in Field-to-Field Comparison. Only their individual elements (First Name, Last Name, City, State, etc.) can be used for comparison.
In addition to Field Rules, Field-to-Field Comparison is also supported in Form Rules, Page Rules, Deny Submissions & Rules in Form Approvals.