Automating Passport & Visa Page skips for Domestic Travel

Automating Passport & Visa Page skips for Domestic Travel

Scenario

Zylker Corp, a global technology company with offices across the globe regularly sends its employees on both domestic and international business trips. 

Managing these travel requests was becoming inefficient due to:

  • Manual errors in collecting travel documents

  • Delays in getting necessary approvals due to missing passport/visa data

  • Repeated back-and-forth emails

To streamline the travel request process and ensure proper documentation, Zylker needs a Travel Request Form that needs to tailor its flow based on the type of travel (Domestic/International). 
When an employee selects “Domestic” as the travel type, the form intelligently skips passport and visa-related pages, since these aren’t needed for domestic travel. If “International” is selected, the form proceeds to request passport and visa information, ensuring all required data is gathered for foreign travel bookings.

Watch a quick step-by-step tutorial on configuring pare rules for this scenario.




Building the form

Firstly, a Travel Request Form is created which is divided into 5 progressive pages to ensure clarity, simplicity, and relevance of information using the Page Break field.

Page 1: Employee Details
To collect basic information about the employee initiating the travel request. This information will be used for identification, internal routing, and communication.

Page 1

Page 2: Travel Type
To determine if the trip is Domestic or International.

Page 2

Page 3: Passport Details
To collect passport-related data for international travel bookings.

Page 3

Page 4: Visa Details
To gather visa-related data for countries where visas are required.

Page 4

Page 5: Accommodation & Preferences
To help the travel desk make lodging arrangements and note any special requests.

Page 5

Configuring Page Rules

The logic we need to configure is based on the Travel Type on Page 2.
  • If "Domestic" is selected → Skip to Page 5 (Accommodation & Preferences)

  • If "International" is selected → Proceed to Pages 3 & 4

To configure Page Rules for this form,
  1. In your form builder, navigate to the Rules tab > Page Rules.
  2. Click Configure Now.

    Click Configure Now

  3. Select Page 2 , Travel Type to configure rules.

    Select Travel Type
  4. Click + Rule to start configuring conditions and actions to be triggered in this page.



  5. If the employee selects Domestic as the Travel Type, then skip Pages 3 and 4 (Passport & Visa) and go directly to Page 5 (Accomodation).

    Configure Rule

    This ensures that if the Travel Type is International, the form goes to Passport Details (Page 3), continuing the natural flow for international travel.

  6. Click Add to view the rule summary.

    Rule Summary

How the form behaves:

When booking for domestic travel



When booking for international travel



      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

                                                                                                                            • How to show relevant pages in a Travel Request Form based on domestic or international travel

                                                                                                                              <br> Help Guide: Automating Passport & Visa Page skips for Domestic Travel
                                                                                                                            • Page Break

                                                                                                                              While you build a form with numerous questions, the form can look unorganized if you keep adding questions without breaking them up into pages and sections. This might result in a drop in the response rate as your respondents may find the form ...
                                                                                                                            • Page Rules Configuration

                                                                                                                              Watch a quick video to see how you could configure Page Rules to create multiple distinct journeys through your form based on their input of respondents. Help Guide: Page Rules
                                                                                                                            • Smart travel booking: A personalized form experience

                                                                                                                              Imagine a buzzing travel agency that's rapidly growing. With travellers of every kind knocking on their virtual door like solo backpackers, corporate clients, honeymooners. They knew it was time for a smarter booking form. Gone were the days of ...
                                                                                                                            • 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 ...
                                                                                                                              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