Conditional Rules

Conditional Rules

Rules are a set of simple if and then conditions using which you can get your forms to trigger different actions. If your respondents' answers match the set conditions these actions will be triggered. You can choose to show/hide fields, send out emails, assign tasks, display a custom message or redirect to a form/website.

Table of Contents

Field Rules

With field rules, you can choose to show or hide certain form fields from your respondents based on their answers. This way, you can let your respondents view only the fields relevant to them while they fill out your form.

To create a field rule:

  1. Save your form and click the Rules tab.
  2. Under Field Rules, click the Configure Now button. A popup will appear.
  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, 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. 

  1. Once you have configured the rule, click Add to save your rule and see the rule summary.

  1. To add more rules, click in the top right corner. 

Form Rules

Use form rules to trigger different actions upon form submission. These actions are performed only if they meet the set conditions. 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
  • when an existing record is updated in a form

To create a form rule:

  1. Save your form and click the Rules tab.
  2. Under the Form Rules tab, navigate to the New Record/Update Record tab as required. Click the Configure Now button.

  1. 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.
  2. 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.

  1. Under Then, you can choose to perform the following actions:
    1. Redirect respondents
    2. Assign a task to a user
    3. Trigger an email
    4. Trigger an SMS notification

​​i. Redirect Respondents

You can use this option to acknowledge your respondents with a Thank You Page or redirect them to a form or a website when they submit the form. A Splash Message can also be added to display for a few seconds till the Thank You page or the redirection page is displayed.

Click here to learn more about Acknowledgements and redirects

ii. Assign Tasks

You can use this option to assign a task to a user in your organization depending on a condition. Choose the user's email address from the drop-down list. Note that you can assign tasks only to the users in your organization. 

Click here to learn more about tasks.

iii. Send Emails

You can use this option to configure email notifications based on a respondent's answer.

You could:

  • Send an email to yourself or to the users in your organization.
  • Send a response email to the respondent who submitted the form.

To learn more about email notifications, click here

iv. Send SMS

You can use this option to send SMS notifications based on a respondent's answer.

You could:

  • Send an SMS notification to yourself or to the users in your organization.
  • Send an SMS to the respondent who submitted the form.

To learn more about SMS notifications, click here

  1. Once you have configured the rule, click Add to save your rule and see the rule summary.

  1. To add more rules, click in the top right corner. 

Note: 

  1. The Redirect Respondents to another form or a website option is not available for an Updated Record.
  2. Form Rules for Updated Records is available only in our paid plans.

Page Rules

Page rules enable you to direct your form respondents to a certain page inside your form based on the answers they fill out.

To create a page rule:

  1. Create a multi-page form using the Page Break field.
  2. Save your form and click the Rules tab
  3. Click the Configure Now button.
  4. Select the page for which you want to configure rules.

  1. Click the button and define the conditions and actions for the page rule.

  1. To add more than one rule to a page, click the + icon below the Rule box.
  2. To duplicate a rule in a page, click the duplicate icon below the Rule box.
  3. In the Skip to section, choose the page in the form where the respondent must be taken to if the rule is satisfied.

  1. If none of the rules specified for a page are satisfied, specify the page where the respondent should be taken to.
  2. Click Save to save the rule(s).

  1. If a page has no rules, then it will be directed by default to the next page in the form. To change this selection, you can direct it to the required page in the No Rules? section.

Using Group Choices with Rules

You can configure Rules to work with group choices. 

  1. Go to Rules ​> Field Rules and click Configure Now.
  2. Specify the conditions to be satisfied by choosing the appropriate fields from the drop-downs.
  3. Under Perform the following actions, you can choose between Show Grouped Choices or Hide Grouped Choices.

  1. Click Save.

Note: Once you choose a particular action (Show/Hide), you will have to continue using the same action on groups that belong to the same dropdown field.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohoforms.com