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.

    Configuring Page Rule

  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.
    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).
    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 AND, OR 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 Summary

  15. To filter rules, click the filter icon in the top-right corner. 
Note:
  1. You can add only up to 5 groups within a group.
    Grouping Page Rules
  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.
Info 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.