Conditional Rules | Field Rules - Zoho Forms

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:
  1. All the 3 conditions are satisfied: 
              If Condition 1 AND Condition 2 AND Condition 3 are true -> then perform Action 1 and Action 2.
  1. Any of the 3 conditions are satisfied:
              If Condition 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.
Example of Field Rules

     

Configuring Field Rules

To create a Basic Field Rule,
  1. After building your form, navigate to the Rules tab.
  2. Under Field Rules, click Configure Now.

    Click Configure Now

  3. 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 theicon.
  4. 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.
  5. 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.

    Rule Configuration

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

    Rule 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. 

Restrictions while configuring Field Rules

  1. 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 :

    Example

    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.



  1. 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, 
  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.

    Using Grouped Choices in Field Rules

  4. Click Add.

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



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