Conditional Rules | Overview - Zoho Forms

Overview

What are conditional rules in Zoho Forms?

Rules are a set of simple if and then conditions using which you can get your forms to trigger different actions. If your respondent's answers match the set conditions, these actions will be triggered.

Conditional Rules

You can choose to:
  1. Show or hide relevant fields to your respondents based on their responses by configuring Field Rules.
  2. Send out emails to the required, assign tasks to the users within your organization, display a custom Thank You message or redirect respondents to a form or a website based on their responses by configuring Form Rules.
  3. Direct respondents to the pages relevant to them in a multi-page form based on their responses by configuring the Page Rules.
  4. Disable the submit action in the form if your defined set of conditions are satisfied using the rules to Deny Submissions.

Advantages of conditional rules

Smart form

  1. You can make your long forms feel shorter by asking for additional details only when needed.
  2. Based on their responses, you can create a personalized flow for each user that can improve your conversions.
  3. Enhance user experience with forms that are tailored to user needs.

A conditional rule consists of the following elements:
  1. Rule Name: You can change the default name for your rule and provide an appropriate name of your choice for easy identification.
  2. Rule Criteria: Select if you wish the rule to be executed if any one condition is satisfied or only if all of the conditions are satisfied.
  3. Conditions: Define the conditions to be satisfied using your form fields.
  4. Actions: Select the actions to be triggered when the defined conditions are satisfied.



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 CRM Training
            Redefine the way you work
            with Zoho Workplace

              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 CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            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.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now










                                                                                                                            • Related Articles

                                                                                                                            • Using Conditional Formula

                                                                                                                              The conditional formula set up in Zoho Forms allows you to configure your form to perform certain calculations based on your respondents' answers. These predefined conditions are simple to set up and they will tailor your form to your user's needs. ...
                                                                                                                            • Overview

                                                                                                                              Having an approval process within your organization becomes essential to approve certain documents, applications, invoices, budgets, purchase orders, discounts, vacation time, etc. To streamline the manual approval processes that you already have and ...
                                                                                                                            • Overview

                                                                                                                              Beautiful forms can make a great difference in the number of entries you receive. The Theme Editor in Zoho Forms allows you to polish your forms with minimal effort. You can customize your form and play around with custom backgrounds, fonts, effects, ...
                                                                                                                            • Overview

                                                                                                                              Fields are the building blocks of your forms. To get the right data from your respondents, you need to choose the appropriate form fields based on the details that you wish to collect. A form field typically consists of: Field Name: The text or label ...
                                                                                                                            • Using Rules to Automatically Assign Tasks

                                                                                                                              You can configure rules to automatically assign tasks to your users as soon as a form entry comes in. The records will be assigned as tasks if they satisfy the defined conditions. To do so, In your form builder, navigate to Rules tab > Form Rules and ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources