Advanced Form Rules
Overview
With Advanced Form Rules, you can configure rules with a combination of AND/OR connectors between multiple condition groups and automatically trigger emails, assign tasks, decide on the Thank You page to be displayed or redirect the respondents to another form or a website.
Let's look at Advanced Rules with a simple example.
If you wish to stay in touch with your potential lead and educate your lead about your product, you could have a Form Rule as:
If
Ask us anything is Not Empty OR (Know more about us is Yes AND Email is Not Empty),
Then
- Assign a task to the relevant person from your organization.
- Send an email to the respondent with an attachment of your organization brochure
Configuring Advanced Form Rules
To configure a combination of rules with AND/OR connectors together,
- In your form builder, navigate to Rules > Form Rules.
- Click Configure Now to configure a new rule.
- By default, the rule configuration in the New Rule pop-up will be in the Basic Form Rule format. To switch to Advanced Rules, click the Switch to Advanced Rules option in the top-right corner (You will find this option in the New Rule pop-up if this is your first Form Rule after clicking Configure Now).
Note: When you switch to Advanced Rules, all of the Form Rules that you will configure for your form for New Records as well as for Updated Records will be in Advanced Rule format. Learn more about switching from basic to advanced rules. - In the If section, define your conditions by choosing your form fields and the criterion they must satisfy. To add more than one condition, click the
icon. You can use the AND/OR connectors to connect your conditions together. You can switch between the connector as required by clicking them. - Click +Add Sub-group / +Add group to define more conditions with AND/OR connectors to suit your logic.
For example: If Ask us anything is Not Empty OR (Know more about us is Yes AND Email is Not Empty )
- You can see a summary of the logic you used to build the criteria under Rule Expression.
Under Then, you can choose to perform the following actions if the defined conditions are satisfied:
Redirect respondents : Redirect to a Thank You Page, another form, or website
Assign a task to a user : Assign tasks to the users within your organization
Send email notification
Send SMS notification
Push Notification to Mobile
Once you have configured the rule(s), click Add and view the rule summary.
Note:
- The option to redirect respondents to another form or a website is not available for an Updated Record.
- Form Rules for Updated Records are available only in our paid plans.
- Advanced Rules are available only in our paid plans.
- You can add only up to 5 groups within a group.
- You can add only up to 20 conditions within a group in a rule.
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.
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 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?
Zoho DataPrep Resources
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
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 ...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 ...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 ...Advanced Fields
In your form builder, Advanced fields list certain complex fields that help you perform calculations, collect Payments, capture digital signatures, and more. The fields listed in the table below are available under Advanced Fields . The table column ...Filtering the Rules
If you have multiple rules configured in your form and wish to find specific rules that are configured using a form field, you can use the filter option. To do so, Click the filter icon in the top- right corner of the Rules summary. Select a form ...
New to Zoho LandingPage?
Zoho LandingPage Resources