Conditional Rules | Advanced Page Rules - Zoho Forms

Advanced Page Rules

Overview

With Advanced Page Rules, you can configure rules with a combination of AND/OR connectors between multiple condition groups to skip pages and take respondents to the pages relevant to them based on their input.

Let's look at Advanced Rules with some simple examples.

Job Application Form

If you have Job Application form with multiple pages to collect relevant details of the applicants such as:

Page 1: Personal Details
Page 2: Graduation Details
Page 3: Job Experience Details
Page 4: Check your eligibility
Page 5: Thank you

You can configure a rule as shown:

If
(Prior Job Experience is Yes AND Current Employment status is Employed AND When can you join  is Immediately AND (( Role Applied for is Software Developer AND Experience in Years is  3 or greater) OR Role Applied for is Web Designer AND Experience in Years is 5 or greater ) OR Role Applied for is Software Tester AND Experience in Years is 3 ) OR ( Expected CTC is less than 5 Lakhs per annum )))

Then,
Go to Page 3: Job Experience Details
Else, go to Page 4: Check your eligibility

Example 1

Patient Admission Form

If you have Patient Admission form with multiple pages to collect relevant details of the patients such as:

Page 1: Patient Details
Page 2: Intensive Care Unit admission
Page 3: Regular admission
Page 4: Confirm Admission

You can configure a rule as shown:

If  
( Patient condition is Critical OR ( Health Issue is Covid AND Age is Greater than or equal to 50  ) OR Health Issue is Severe Accident Injury OR Doctor has recommended admission to ICU )

Then
Go to Page 2: Intensive Care Unit admission
Else, go to Page 3: Regular admission

Example 2

Configuring Advanced Page Rules

To configure a combination of Page Rules with AND/OR connectors together,
  1. Create a multi-page form using the Page Break field.
  2. In your form builder, navigate to Rules Page Rules.
  3. Click Configure Now.

    Click Configure Now

  4. Select the page for which you want to configure rules.

    Select the page

  5. Click and configure a new 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.


  6. By default, the rule configuration in the New Rule  pop-up will be in the Basic Page Rule format. To switch to Advanced Rules, click the Switch to Advanced Rules option in the top-right corner (You will find this option in the New Rule  pop-up if this is your first Page Rule).

    Click Switch to Advanced Rules

    Note: When you switch to Advanced Rules, all of the Page Rules that you will configure for your form will be in the Advanced Rule format. Learn more about switching from basic to advanced rules.
  7. In the If section, define your conditions by choosing your form fields and the criterion they must satisfy. To add more than one condition, click theicon. You can use the AND/ OR connectors to connect your conditions together. You can switch between the connectors as required by clicking them.
  8. Click +Add Sub-group / +Add group to define more conditions with ANDOR connectors to suit your logic.
    For example, If ( Patient condition is Critical OR (Disease is Covid AND age is less than 6 or greater than 50) OR Issue is severe accident injury case OR Doctor has recommended admission to ICU )

    Rule Configuration

  9. You can see a summary of the logic you used to build the criteria under Rule Expression.
  10. In the Skip to section, choose a page within your form where the respondent must be taken to if the rule is satisfied.

    Skip to section

  11. To add more than one rule to a page, click the icon below the Rule box.
  12. To duplicate a rule in a page, click the duplicate icon below the Rule box.
  13. 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.
  14. Once you have configured the rules, click Add to save and view the rule summary.

    Rule Su

  15. To filter rulesclick the filter icon in the top-right corner. 
Note:
  1. You can add only up to 5 groups within a group.

    5 groups

  2. You can add only up to 20 conditions within a group in a rule.
  3. Advanced Rules is available only in our paid plans.
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.

    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








                                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

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          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 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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • 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 ...
                                                                                                  • 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
                                                                                                  • Form Rules

                                                                                                    With the Form Rules, you can choose to trigger different actions upon form submission if the defined conditions are satisfied. You can automatically trigger emails, assign tasks, decide on the Thank You page to be displayed or redirect the ...
                                                                                                  • Field Rules

                                                                                                    Overview Using the Field Rules, you can choose to show or hide certain form fields to your respondents or set certain fields as mandatory to fill in based on their previous responses on the form. This way, you can let your respondents see only the ...
                                                                                                  • Advanced Form Rules

                                                                                                    Overview With Advanced Form Rules, you can configure rules with a combination of AND/OR connectors between multiple condition groups and automatically trigger emails, assign tasks, decide on the Thank You page to be displayed or redirect the ...
                                                                                                    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