Webforms are essential tools for capturing information from your website visitors (Candidates, contacts, vendors, etc). Form Rules add flexibility and control to Webforms by enabling conditions and actions based on your website visitors' input.

Availability

What are Form Rules?

Form Rules are configurable rules that determine how fields behave in Webforms based on website visitors' responses. For instance, with these rules, you can customize form layouts dynamically by showing or hiding fields, setting fields as mandatory, and modifying properties, all tailored to specific candidate information. Form Rules enhance Webforms by ensuring only relevant data is collected, reducing form completion time, and improving data accuracy.

How do Form Rules help with Webforms?

1. Personalizing the form layout based on responses.
   
2. Simplifying the form experience by only displaying necessary fields.
   
3. Capture relevant and accurate data.
   

Use Cases

Scenario 1: Experience Level-Based Fields

Scenario 2: Role-Specific Requirements

Scenario 3: Location-Based Information

Creating Form Rules for Webforms

To create Form Rules in Webforms;

1. Go to Setup > Career Website > Webforms.

2. Select the Webform, and click Manage under Rules.
   

3. Click New Form Rule.
   

4. Enter a name for your rule, a description (optional), and choose a primary field that controls this rule. Define a condition based on fields within the Webform, such as job type, location, highest qualification held, or experience, to trigger the rule.
   

5. Choose the actions to be triggered when conditions are met, such as showing/hiding fields or setting fields as mandatory. Please note that the rule gets saved automatically after a condition or an action is added.

6. Once you're finished setting up the rule, click Done.
   

   

Note: Each Webform can have up to 3 form rules, each with a maximum of 5 conditions. Conditions cannot repeat within the same rule.

Actions

You can trigger actions in a layout rule when specific conditions are met. Triggerable actions include:

1. Show Fields  
   Selectively display specific fields based on conditions met in the Webform. This helps in controlling the visibility of fields for a cleaner, more personalized form experience.

2. Show Sections  
   Allow entire sections within the form to be displayed when certain criteria are met, helping to organize related fields under one condition.  

3. Set Mandatory Fields  
   Mark certain fields as mandatory based on the conditions, ensuring that critical information is provided by the candidate.

4. Show Tabular  
   Display a tabular view of information, which can help collect structured data like previous job experiences or academic records.

5. Show Attachments  
   Prompt candidates to upload specific attachments, like resumes or certificates, only if they meet certain conditions.

6. Set Mandatory Attachments  
   Make certain attachments mandatory based on criteria, ensuring candidates upload essential documents before submitting the form.
   

Note: A single condition can include up to 25 actions.

Managing Form Rules

Once you've created form rules, you can easily manage them by editing, updating, or deleting as needed to ensure they align with your requirements.

Renaming a Rule

1. Navigate to Setup > Career Website > Webforms.

2. Select the Webform, and click Manage under Rules.

3. Find the rule you want to rename, click Rename, and enter the new rule name with a description (optional).

4. Click Save to apply the changes.

Edit a Rule

1. Navigate to Setup > Career Website > Webforms.

2. Select the webform, and click Manage under Rules.

3. Click on the Form rule to edit.

4. Select Edit Condition to edit the conditions for the rule; you can also add additional conditions.

5. Click Done to apply the changes.

Disabling a Rule

1. Navigate to Setup > Career Website > Webforms.

2. Select the webform, and click Manage under Rules.

3. Go to the form rule and click on the Status toggle to Deactivate.

4. Click Deactivate Now to apply the changes.

Deleting a Rule

1. Navigate to Setup > Career Website > Webforms.

2. Select the webform, and click Manage under Rules.

3. Find the rule you want to delete, and click Delete.
   

4. Confirm by selecting Yes, Delete the rule to remove it permanently.
   
   

Note:

Form Rules must be configured separately for Candidate Application Form via Setup > Career Website > Candidate Application Form. Learn more.