Conditional Rules | Form Rules - Zoho Forms

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 respondents to another form or a website.

You can apply a form rule when:

  • A new record is added to a form

  • An existing record is updated in a form

Configuring Form Rules

To create a form rule,
  1. After building your form, navigate to the Rules tab.
  2. Under Form Rules , go to the New Record or Update Record tab as per your requirement. Click Configure Now .

    Form Rules Navigation

  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 , you can choose to perform the following actions if the defined conditions are satisfied:

    1. Redirect respondents :  Redirect to a Thank You Page, another form, or website
    2. Assign a task to a user : Assign tasks to the users within your organization
    3. Send email notifications
    4. Send an SMS notification
    5. Push Notification to Mobile

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

    Form Rules Configuration

  7. To add more rules, click  in the top-right corner. 
  8. To filter rules , click the filter icon in the top-right corner.
Note :
  1. The option to redirect respondents to another form or a website is not available for an Updated Record.
  2. Form Rules for Updated Records are available only in our paid plans.

Redirecting respondents based on conditional rules

You can use this option to acknowledge your respondents with a Thank You Page, or redirect them to a form or a website if a certain set of defined conditions are satisfied when they submit a form entry. 
To do so,
  1. Click Rules in your form builder and navigate to Form Rules .
  2. Click Configure Now and define your conditions to execute the workflow.
  3. Under Actions , select Redirect To and configure the Thank You Page or the Redirection options.
  4. You can display a Splash Message for a few seconds while the respondents are redirected to the Thank You page or the redirection page .
  5. C lick Done and Add the rule.
  6. To configure more rules to redirect respondents, click +Rule , and repeat the above steps.

    Redirect respondents based on form rules
Learn more about acknowledgements and redirects.

Assigning tasks   based on conditional rules

You can use this option to assign a task to a user within your organization if the defined set of conditions are satisfied.
To do so,
  1. Click Rules in your form builder and navigate to Form Rules .
  2. Click Configure Now and define your conditions to execute the workflow.
  3. Under Actions , select Assign Task and choose the email address of a user within your organization.
  4. C lick Add .
  5. To configure more rules to assign tasks, click +Rule and repeat the above steps.

    Assign tasks based on form rules
Note: You can assign tasks only to the users within your organization.

Learn more about tasks.

Sending emails based on conditional rules

You can use this option to trigger email notifications to yourself, your respondents and the users within your organization if your defined set of conditions are satisfied .
To do so,
  1. Click Rules in your form builder and navigate to Form Rules .
  2. Click Configure and define your conditions to execute the workflow.
  3. Under Actions , select Send Email and configure the email notification template.
  4. Click Done and Add the rule.
  5. To configure more rules to send email notifications, click +Rule , and repeat the above steps.

    Send emails based on form rules
Learn more about email notifications.

Sending SMS notifications based on conditional rules

You can use this option to send SMS notifications to yourself, respondents and the users within your organization if your defined set of conditions are satisfied.
To do so,
  1. Click Rules in your form builder and navigate to Form Rules .
  2. Click Configure and define your conditions to execute the workflow.
  3. Under Actions , select Send SMS and configure the notification template.
  4. Click Add .
  5. To configure more rules to send email notifications, click +Rule , and repeat the above steps.

    Send SMS notifications based on form rules
Learn more about SMS notifications.

Sending Push Notification based on conditional rules

You can trigger Push Notifications to your mobile phone for different sets of conditions based on your business workflows.
To do so,
  1. Click Rules in your form builder and navigate to Form Rules .
  2. Click Configure and define your conditions to execute the workflow.
  3. Under Actions , select   Push Notification to Mobile .
  4. Configure a Notification Template for this workflow and click Add .

    Send Push Notification based on form rules

Learn more  about Push Notifications.

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