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, 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 on the form builder.
  2. Click the Create Field Rule button and follow these steps:
    • Select the field name to which you would like to apply the rule from the drop-down list. Specify the condition it has to satisfy by choosing a condition from the drop-down list and by specifying the value it has to match in the text box provided.
    • Under Perform the following actions you can choose to Show/Hide fields or Grouped Choices in your form if the rule is satisfied.
    • If all the stated conditions have to be met to perform an action, change it to All in the drop-down list at the top of the page. It would now say: If All of the following conditions are met. If the action has to be performed if any one of the specified conditions is met, then select Any from the drop-down list.

Note:

  1. To add more than one condition for the same rule, click on the + symbol next to the text box.
  2. If two or more actions are to be performed if a condition is satisfied, click on the + symbol under Performthefollowingactions and specify the action.
  3. To add a new rule click the + Add Rule button at the top-right corner of the page. Specify your conditions and Save.

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.

To create a form rule:

  1. Save your form and click on the Rules tab on the form builder.
  2. Under the Form Rules tab, click the Create Form Rule button.
  3. Select the field name to which you would like to apply the rule from the drop-down list. Specify the condition it has to satisfy by choosing a condition from the drop-down list and by specifying the value it has to match in the text box provided.
  4. Under Perform the following actions, you can configure one of the following actions:
  5. If all the stated conditions have to be met to perform an action, change it to All in the drop-down list at the top of the page. It would now say: If All of the following conditions are met. If the action has to be performed if any one of the specified conditions is met, then select Any from the drop-down list.

Note:

  1. To add more than one condition for the same rule, click on the symbol next to the text box.
  2. If two or more actions are to be performed if a condition is satisfied, click on the symbol under Perform the following actions and specify the action.
  3. To add a new rule click the + Add Rule button at the top-right corner of the page. Specify your conditions and Save.

Trigger Emails

Choose this option if you wish to send/receive an email alert if a respondent gives a particular answer.

You could:

  • Send a mail to certain user(s) in your organization.
  • Send a response email to the visitor who submitted the form.

To do so, you must include an Email field in your form. To set the respondent as the recipient, click the  icon and select the email address field from the drop-down list. 

You can merge form responses in your subject line and email content. Click the  icon and choose the required fields from the dropdown list. On selecting a particular field, a field label will be inserted. The respondent’s answer will appear in place of this label in your email. After you enter a custom message, you can choose to do the following:

  • Include data of the submitted form.
  • Include a link in the email to enable respondents to edit their responses.
  • Send emails to the organization users when they submit or update a form.  
  • Attach the form submission as a PDF.
  • Attach a merged document.

Assign Tasks

This option lets you assign a task to a user in your organization depending on your 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. Also, only the Admin can assign tasks to the users.

Redirect Respondents

In the Messages & Redirects pop-up, you can choose 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.

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:

  • Create a multi-page form using the Page Break field.
  • Save your form and click on the Rules tab on the form builder.
  • Click on the Create Page Rule button.
  • Select the page for which you need to configure the rules.

  • To add rule(s) for the page, click the + Rule button under Add rules to skip to a particular page.

  • Select the field name to which you would like to apply the rule to, from the drop-down list. Specify the condition it has to satisfy by choosing a condition from the drop-down list and by specifying the value it has to match in the text box provided.
  • To add more than one rule to a page, click the + icon below the Rule box.
  • To duplicate a rule in a page, click the duplicate icon below the Rule box.
  • In the Skip to section, choose the page in the form where the respondent must be taken to if the rule is satisfied.

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

  • 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. 

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

  • 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.

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