Field Rules
Overview
Using the Field Rules, you can choose to show or hide certain form fields to your respondents based on their input. 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.
Field Rules in Zoho Forms can be configured for both basic and advanced scenarios.
Before we understand how Field Rules work, let us first understand what AND, OR connectors mean in Rules.
AND: If you require all the conditions in a rule to be satisfied at the same time to perform the intended action, use the AND operator.
OR: If you require at least one of the conditions in a rule to be satisfied to perform the action, use the OR operator.
Field Rules can be used in scenarios where actions are taken when all or any of the defined conditions are met.
Assume you have three requirements (Condition 1, Condition 2, and Condition 3) to execute Action 1 and Action 2.
You can setup Field Rules to perform the actions when:
-
All the 3 conditions are satisfied:
If Condition 1 AND Condition 2 AND Condition 3 are true -> then perform Action 1 and Action 2.
-
Any of the 3 conditions are satisfied:
If Condition 1 OR Condition 2 OR Condition 3 are true -> then perform Action 1 and Action 2.
For example, you have a Room Reservation Form where you want to display the Additional Charges Applied only when your customers require additional services like, a room with a riverview, extra bedding, or a chauffeur for pick up.
Configuring Field Rules
To create a Basic Field Rule,
-
After building your form, navigate to the Rules tab.
-
Under Field Rules, click Configure Now.
-
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.
-
A rule can be executed if at least one of the defined conditions is satisfied or if all of the conditions are satisfied. To define this, choose AND/OR connectors between your conditions. Click the connector to switch between AND / OR.
-
In the Then section , choose to Show / Hide fields or Grouped Choices in your form when your conditions are satisfied. Click the icon to define more than one action.
If your use-case requires the use of AND and OR operators within the conditions of the same rule, you can Switch to Advanced Rules. Note that once you switch, all the Field Rules you will configure for your form moving forward will be in the Advanced Rule format. -
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.
Restrictions while configuring Field Rules
- A Condition field should come prior to the Action field in the form builder for the rule to work.For example, if you have configured a Field Rule to show the Email field only when the user chooses the mode of communication to be Email :In the above rule,Condition field -> Mode of communication
Action field -> Email
For this rule to work, the Condition field ( Mode of communication ) should come prior to the Action field (Email ) in your form.If you try to change the position of these fields in the form such that Email field comes prior to the Mode of Communication field, you will encounter an error.
-
Subform fields cannot be used to configure the conditions/actions of the Field Rules.
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.
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.
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 |
|
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
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
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 ...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. ...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 RulesFiltering 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 ...