Field-to-Field Comparison
Overview
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.
- Navigate to the Rules tab and under Field Rules, click Configure Now.
- Click Switch to Advanced Rules.
- Select the primary field as Required Loan Amount.
- 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.
- Select the dependent field as Upload Income Proof.
- Click Save once you're done. The form is now ready to use. Learn more about configuring rules
Supported Field-to-Field Comparisons
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Field Types |
Supported Operators |
Supported fields for comparison |
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Single Line |
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Number |
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Decimal |
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Phone |
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Date |
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Time |
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Date-Time |
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Month-Year |
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Website |
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Currency |
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Slider |
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Rating |
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Formula |
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Address (Elements only)
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DropDown |
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DecisionBox |
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Radio |
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Terms and Conditions |
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- This feature is supported only if you have switched to Advanced Rules.
- 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.
- If a Date field and a Date-Time field are being compared, only the Date value is used for comparison.
- 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.
- 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.
- 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.
- 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.
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