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 FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                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

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  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


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            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

                                                                                                                                      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 ...
                                                                                                                                    • Enhancing User Experience with Page Rules

                                                                                                                                      Navigating lengthy, generic forms can be a challenge for users. With Zoho Forms Page Rules, you can create forms that adapt dynamically to user responses, showing only relevant pages. This functionality simplifies complex workflows, making processes ...
                                                                                                                                    • Simplify travel booking using field rules

                                                                                                                                      A travel booking company wants to achieve efficiency in their booking process by only displaying additional traveler fields when there's more than one traveler. What are they trying to solve? They have a lengthy form where each field (including ...
                                                                                                                                      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