Configuring Form Rules

To auto-assign tasks based on the above conditions, we configure Form Rules using conditional logic.

1. In your form builder, navigate to the Rules tab.
   
2. Under Form Rules, click Configure Now.
   
   
   
   Since this scenario requires comparing two form fields, Loan Amount and Annual Income, you willl need to use Advanced Field Rules in Zoho Forms to enable field-to-field comparisons.
   
   
3. Click Switch to Advanced Rules.
   
   
   
   
4. Add the first condition for comparing the loan amount and annual income.
   If Loan Amount <= Annual Income,
   Then route the loan application automatically to the Auto-Processing Team.
   
   
   
   
5. Click Add to view the rule summary.
   
   
   
   
6. Click + Rule in the top-right corner to add the next condition.
   If Loan Amount > Annual Income,
   Then route the loan application automatically to the Loan Review Team.
7. Click Add to view the rule summary.