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 filling out the form. This gives them a smooth form-filling experience without tiring them out with irrelevant pages. You can use Page Rules to create multiple distinct personalized journeys for respondents based on their preferences. Say, your form contains a choice-based field, you can create a unique personalized journey for each choice selected as not everyone will need to see every page.
A rule for a page can be created in 2 ways. You can either navigate respondents to different pages of your form based on their input or directly skip them to a specific page irrespective of their input.
Creating Page Rules
You can create Page Rules in two ways:
- Navigate to a Page Based on Respondent Input: Direct respondents to different pages of your form based on their input.
- Skip Pages Irrespective of Respondent Input: Skip respondents directly to a specific page regardless of their input.
Let's understand each of these in detail.
Navigate to a Page Based on Respondent Input
Lets take an example to understand this better. Say, you have a multi-page order form with 6 pages.
Here's how Page Rules can be applied:
On Page 1, the respondent selects a product from a dropdown.
Once Page Rules are configured, the next page the respondent sees depends on the rule. If no rule is satisfied, they will skip to the page specified in the "Finally" section, not necessarily the next page in sequence.Skip Pages Irrespective of Respondent Input
Let's say a respondent lands on Page 3 after selecting Product 3 on Page 1. The journey from here depends on the rules set for Page 3:
- If no Page Rules are configured for Page 3: The respondent will go to the next page (Page 4) by default.
- If you want to skip Page 4 and go straight to Page 6: Configure the "No Rules?" section on Page 3 to skip to Page 6 regardless of any input on Page 3.
Handling Conflicting Rules
What if rules for a page satisfy the same condition but are set to go to different pages?
When multiple rules satisfy the same condition but are set to go to different pages, the respondent will be directed to the page that comes first in sequence among the rules satisfying the condition. For example:
You have a rating field for service provided, rated from 1 to 5.
If the rating is 3 or less: Direct respondents to Page 3 for feedback.
If the rating is 4 or 5: Direct respondents to Page 4 for testimonials.
If the rating is exactly 3: The respondent will skip to Page 3 (the first in sequence).
Configuring Page Rules
Let's take a simple example of a Travel Request Form.
- Personal Details
- Travel Details
- Dependant Details
- Additional Services
- Travel Confirmation
Now, for a passenger who is travelling alone, the Dependant Details page is irrelevant. This is where Page Rules come into play. With Page Rules, you can skip the Dependant Details page for passengers travelling alone and take them directly to the Additional Services page.
Let's take the use case of this Travel Request Form and see how we can configure Page Rules.
To create a Page rule,
- Create a multi-page form using the Page Break field.
- Navigate to the Rules tab and click Configure Now.
- Select the page for which you want to configure rules.
- Click
and define the conditions and actions for the page rule.
Note: If a page has no rules, then it will be directed to the next page in the form by default. To change this selection, you can direct it to the required page in the No Rules? section. - To add multiple conditions in a rule, click the
icon. - In the Skip to section, choose a page within your form where the respondent must be taken to if the rule is satisfied.
- To add more than one rule to a page, click the + icon below the Rule box.
- To duplicate a rule in a page, click the duplicate icon below the Rule box.
- In the Finally section, specify the page where the respondent should be taken to, if none of the rules specified for a page are satisfied.
If your use-case requires the use of AND and OR operators within the conditions of the same rule, you can Switch to Advanced Rules. Note that once you switch, all the Field Rules you will configure for your form moving forward will be in the Advanced Rule format. - Once you have configured the rules, click Add to save and view the rule summary.
- To filter rules, click the filter icon in the top-right corner.
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.Let's look at another advanced example where multiple page rules are to be configured.
Say, you have an Apparel Order Form where you sell apparels for women and kids. Use the Page Break field to split your form into separate pages for women and kids and configure Page Rules such that the customers shopping for women are directed to Women's apparel pages while, those shopping for kids are taken to the pages related to kids. Watch this quick video to understand this example better.
Supported Operators
Text and field comparison
- Is: Checks if the selected field is equal to the set value
- Is Not: Checks if the selected field is not equal to the set value
- Is Empty: Checks if the selected field is empty
- Is Not Empty: Checks if the selected field is not empty
- Contains: Checks if the selected field contains a value in the condition
- Not Contains: Checks if the selected field does not contain a value in the condition
- Contains Any Of: Checks if a field contains any of the selected choices
- Contains All Of: Checks if a field contains all of the selected choices
- Contains None Of: Checks if a field contains none of the selected choices
- Starts With: Checks if the selected field starts with the given value
- Ends With: Checks if the selected field ends with the given value
Choice and selection
- Other Choice Is Not Empty: Checks if a value is entered in the Other choice
- Is Any Of: Checks if any of the choices chosen in the condition match
- Is None Of: Checks if none of the choices chosen in the condition match
Numeric Comparison
- Less Than: Checks if a number is less than a given value
- Greater Than: Checks if a number is greater than a given value
- Less Than or Equal To: Checks if a number is less than or equal to a given value
- Greater Than or Equal To: Checks if a number is greater than or equal to a given value
- Between: Checks if a number/date is between 2 given values
- Not Between: Checks if a number/date is not between 2 given values
Date and Time Comparison
Day of the week
- Day Is: Checks if a date falls on the selected day of the week
- Day Is Not: Checks if a date does not fall on the selected day of the week
- Is Any of Selected Days: Checks if a date falls on any of the selected days of the week
- Is None of Selected Days: Checks if a date does not fall on any of the selected days of the week
Relative Days
- Is Previous Day: Checks if a date falls on the previous day
- Is Current Day: Checks if a date falls on the current day
- Is Next Day: Checks if a date falls on the next day
- Is Before [x] Day(s): Checks if a date falls 'x' number of days before the current date
- Is After [x] Day(s): Checks if a date falls 'x' number of days after the current date
Week
- Is Previous Week: Checks if a date falls in the previous week
- Is Current Week: Checks if a date falls in the current week
- Is Next Week: Checks if a date falls in the coming week
Month
- Is Previous Month: Checks if a date falls in the last month
- Is Current Month: Checks if a date falls in the current month
- Is Next Month: Checks if a date falls in the next month
- Month Is: Checks if a date falls in selected month of the year
- Is Any of Selected Months: Checks if date falls in any of the selected months of the year
- Is None of Selected Months: Checks if date does not fall in any of the selected months of the year
Year
- Is Previous Year: Checks if a date falls in the last year
- Is Current Year: Checks if a date falls in the current year
- Is Next Year: Checks if a date falls in the coming year
- Year Is: Checks if a date falls in selected year
Past and Future
- Is in the Past: Checks if a date falls in the past
- Is in the Future: Checks if a date falls in future
Time
- Time Is Before: Checks if the time falls before the specified time.
- Time Is After: Checks if the time occurs after the specified time.
- Time Is Between: Checks if the time falls between two specified times.
- Time Is Not Between: Checks if the time is outside the specified time range.
- Time Is: Checks if the time matches the specified time.
- Time Is Not: Checks if the time does not match the specified time.
Time on previous day
- Is Previous Day Before: Checks if the time on the previous day is earlier than a specified time.
- Is Previous Day After: Checks if the time on the previous day is later than a specified time.
- Is Previous Day Between: Checks if the time on the previous day is within a specified time range.
- Is Previous Day Not Between: Checks if the time on the previous day is not within a specified time range.
- Is Previous Day At: Checks if the time on the previous day matches a specified time.
- Is Previous Day Not At: Checks if the time on the previous day does not match a specified time.
Time on current day
- Is Current Day Before: Checks if the time on the current day is earlier than a specified time range.
- Is Current Day After: Checks if the time on the current day is later than a specified time range.
- Is Current Day Between: Checks if the time on the current day is between a specified time range.
- Is Current Day Not Between: Checks if the time on the current day is outside a specified time range.
- Is Current Day At: Checks if the time on the current day matches a specified time.
- Is Current Day Not At: Checks if the time on the current day does not match a specified time.
Time on next day
- Is Next Day Before: Checks if the time on the next day is earlier than a specified time.
- Is Next Day After: Checks if the time on the next day is later than a specified time.
- Is Next Day Between: Checks if the time on the next day is within a specified time range.
- Is Next Day Not Between: Checks if the time on the next day is outside a specified time range.
- Is Next Day At: Checks if the time on the next day matches a specified time.
- Is Next Day Not At: Checks if the time on the next day does not match a specified time.
Boolean Comparison
- True: Checks if logical TRUE value is returned
- False: Checks if logical FALSE value is returned
The following table lists the operators that can be used with the corresponding field types to form a rule criteria in the If section:
Field Types | Supported Operators | |
| Name |
| |
Name - First Name - Last |
| |
Single Line Multi Line Phone |
| |
| Number Decimal Currency Rating Formula |
| |
Website |
| |
| Address |
| |
Address - Street Address Address - Address Line 2 Address - City Address - State/Region/Province Address - Postal/Zip Code |
| |
Address - Country |
| |
| Email Website |
| |
Date |
| |
Date-Time |
| |
| Time |
| |
| Decision Box Terms and Conditions |
| |
| Radio Dropdown |
| |
| Multiple Choice Checkbox Image Choices |
| |
| Matrix Choice |
| |
| Slider |
| |
| Signature |
|
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