Example for case sensitivity in Rules

Example for case sensitivity in Rules

Conditional Rules in Zoho Forms are case sensitive which means the uppercase and lowercase characters are treated as distinct in a condition.

Let's look at an example to understand this better.
You have a Client Details form to keep record of all your clients.

Client Details Form

If you wish to assign tasks to your team members to handle clients based on the Company they come from, you can configure Form Rules like the one below:

  Form Rule to assign task based on Company

In such cases, only when the company Zylker Corp is entered by a client, the concerned team member (richardjohnson@zylker.com in this case) will be assigned the task to handle this client. The task will not be assigned to the required person if the Company is entered in any other case, such as, ZYLKER CORP, zylker corp, Zylker corp, etc.




    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              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 SalesIQ Resources



                                                  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











                                                                                    • Related Articles

                                                                                    • Page Rules

                                                                                      With Page Rules, you can direct your form respondents to a specific page in your multi-page form based on their responses. This way, you can let your respondents view only the pages relevant to them while they fill out your form. For example, if you ...
                                                                                    • 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

                                                                                      Using the Field Rules, you can choose to show or hide certain form fields to your respondents based on their responses. This way, you can let your respondents view only the fields relevant to them while they fill out your form and customize the form ...
                                                                                    • Filtering the Rules

                                                                                      If you have multiple rules configured in your form and wish to find specific rules that are configured using a form field, you can use the filter option. To do so, Click the filter icon in the top- right corner of the Rules summary. Select a form ...
                                                                                    • Using Rules to Automatically Assign Tasks

                                                                                      You can configure rules to automatically assign tasks to your users as soon as a form entry comes in. The records will be assigned as tasks if they satisfy the defined conditions. To do so, In your form builder, navigate to Rules tab > Form Rules and ...
                                                                                    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