Conditional Rules | Field Rules - Zoho Forms

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 filling experience.

Consider the following scenario:
You want to provide Chauffeur service to customers who have reserved a room in your motel. To accomplish this, include a Radio field in your form that allows customers to select whether or not they want to use the Chauffeur service. Configure Field Rules to show or hide the fields that follow based on the their response.

Conditional Logic Form Builder - Zoho Forms

Configuring Field Rules

Watch a sample video to know about configuring Field Rules in  On-site Inquiries Form.


To create a Field Rule,
  1. After building your form, navigate to the Rules tab.
  2. Under Field Rules, click Configure Now.
  3. Rule Criteria: A rule can be executed if any one condition is satisfied or only if all of the conditions are satisfied. To define this, choose Any/All of the following conditions are met from the dropdown in the If section.
  4. Define your conditions in the If section by choosing your form fields and the criterion they must satisfy. To add more than one condition, click the icon.
  5. Under Then, choose to Show/Hide fields or Grouped Choices in your form when your conditions are satisfied. Click theicon to define more than one action. 

    Field Rule Configuration
  6. Once you have configured the rule(s), click Add to save and view the rule summary.

    Field Rules Summary
  7. To add more rules, click  in the top right corner. 
  8. 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.
NoteSubform fields cannot be used to configure the condition/action of the Field Rules.

Using Grouped Choices with Conditional Rules

You can configure field rules to work with grouped choices of a dropdown field.
To do so, 
  1. Go to Rules > Field Rules and click Configure Now.
  2. Specify the conditions to be satisfied by choosing the appropriate fields.
  3. Under Then section, you can choose between Show Grouped Choices or Hide Grouped Choices.
  4. Click Add.

    Using Grouped Choices in Field Rules
Note: Once you choose an action (Show/Hide), you will have to continue using the same action on groups that belong to the same field.

Supported Operators

  1. IsChecks if the selected field is equal to the set value
  2. Is Not: Checks if the selected field is not equal to the set value
  3. Is Empty: Checks if the selected field is empty
  4. Is Not Empty: Checks if the selected field is not empty
  5. Contains: Checks if the selected field contains a value in the condition
  6. Not Contains: Checks if the selected field does not contain a value in the condition
  7. Contains Any Of: Checks if a field contains any of the selected choices
  8. Contains All Of: Checks if a field contains all of the selected choices
  9. Contains None Of: Checks if a field contains none of the selected choices
  10. Starts With: Checks if the selected field starts with the given value
  11. Ends With: Checks if the selected field ends with the given value
  12. Other Choice Is Not Empty: Checks if a value is entered in the Other choice
  13. Is Any Of: Checks if any of the choices chosen in the condition match
  14. Is None Of:  Checks if none of the choices chosen in the condition match
  15. Less Than:  Checks if a number is less than a given value
  16. Greater Than:  Checks if a number is greater than a given value
  17. Less Than or Equal To:  Checks if a number is less than or equal to a given value
  18. Greater Than or Equal To:  Checks if a number is greater than or equal to a given value
  19. Between:  Checks if a number/date is between 2 given values
  20. True:  Checks if logical TRUE value is returned
  21. 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
   Contains
   Not Contains
   Is Empty
   Is Not Empty
   Single Line, Multi Line, Phone
   Is
   Is Not
   Is Empty
   Is Not Empty
   Contains
   Not Contains
   Starts With
   Ends With
   Number, Decimal, Currency,     Rating, Formula
   Is
   Is Not
   Is Empty
   Is Not Empty
   Less Than
   Greater Than
   Less Than or Equal To
   Greater Than or Equal To
   Between
Address
   Contains
   Not Contains
   Is Empty
   Is Not Empty
Email, Website
   Is
   Is Not
   Is Empty
   Is Not Empty
   Starts With
   Ends With
Date, Date-Time
   Is
   Is Not
   Is Empty
   Is Not Empty
   Less Than
   Greater Than
   Between
Time
   Is
   Is Not
   Is Empty
   Is Not Empty
   Less Than
   Greater Than
Decision Box, Terms and Conditions
   True
   False
Radio, Dropdown
   Is
   Is Not
   Is Empty
   Is Not Empty
   Starts With
   Ends With
   Other Choice Is Not Empty
   Is Any Of
   Is None Of

Multiple Choice, Checkbox, Image Choices
   Contains
   Not Contains
   Is Empty
   Is Not Empty
   Contains Any Of
   Contains All Of
   Contains None Of

Matrix  Choice
   Is
   Is Not
   Is Empty
   Is Not Empty
Slider
   Is
   Is Not
   Less Than
   Greater Than
   Less Than or Equal To
   Greater Than or Equal To
   Between
Signature
   Is Empty
   Is Not Empty


    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





                       
                      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

                                                                            • 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 ...
                                                                            • 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 ...
                                                                            • Using Conditional Formula

                                                                              The conditional formula set up in Zoho Forms allows you to configure your form to perform certain calculations based on your respondents' answers. These predefined conditions are simple to set up and they will tailor your form to your user's needs. ...
                                                                            • Setting up conditional SMS workflows

                                                                              Depending on your business use case, you can set conditional workflows to trigger SMS notifications.  To set SMS workflows, Click Rules in your form builder and navigate to Form Rules. Click Configure and start defining your conditions to execute the ...
                                                                            • 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 ...
                                                                            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