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.
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.
Configuring Field Rules
Watch a sample video to know about configuring Field Rules in
On-site Inquiries Form.
To create a Field Rule,
- After building your form, navigate to the Rules tab.
- Under Field Rules, click Configure Now.
- 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.
- 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. - 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.
-
Once you have configured the rule(s), click Add to save and view the rule summary.
- To add more rules, click
in the top right corner. - 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.
Note: Subform 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,
- Go to Rules > Field Rules and click Configure Now.
- Specify the conditions to be satisfied by choosing the appropriate fields.
- Under Then section, you can choose between Show Grouped Choices or Hide Grouped Choices.
- Click Add.
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
- 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
- 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
-
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
-
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
|
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 |
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