Form Rules
- Michael Oatley (Deactivated)
- Jordan Gardiner
- Ashley Mattingly
- Jessica Henderson
Overview
A field or section of a form can be hidden or made visible based on selections the submitter makes in another part of the form. In other words, business rules/logic can be defined within the form. For example, certain options made during submission and/or answers to form questions can hide or display sections and fields.
See the following example:
Multiple Choice Field
Drag and drop the Multiple Choice field into the center panel of your form. (See Form Builder - Gadget Definitions.)
2. Give it a Gadget Label/Question of "Are you traveling outside the U.S. or Canada?"
3. Enter two options: Yes and No under "Options" in the Configuration panel.
When “YES" is selected as an answer, the Country Picker will display.
Country Picker Field
Drag and drop the Country Picker field into the center panel of your form. (See Form Builder - Gadget Definitions.)
2. In the Gadget Label/Question box, type: "International Destination."
3. Click the toggle switch next to Limit visibility based on other gadgets to expose the rule dropdowns.
4. From the dropdown, select the "Are you traveling outside the U.S. or Canada?" option.
5. From the next dropdown, select "Is."
6. From the last dropdown, select "Yes."
If the end user selects "yes," to the question "Are you traveling outside the U.S. or Canada?," then the "International Destination" field will appear.
7. You may need to add additional Conditional Visibility rules to your settings. If this is the case, click + Add visibility rule just below your first rule.
8. From the drop down that appears you can select another field or the same field you selected for the first rule. Create another rule.
9. Once the additional rules have been created, you can then choose how the system interacts with multiple rules. Listed above the conditional rules is a dropdown that allows you to apply the rules if any or all of the following are true.
Validation Gadget:
The Validation gadget can be used to add a form validation under certain criteria (beyond just "A required field is blank") to prevent submission or a workflow action. Sometimes gadgets require a certain number of responses, or a field is only required if specific data is entered elsewhere in the form (otherwise it's optional), certain lookup selections aren't allowed, etc. You can set any combination of desired criteria in the Validation rules to trigger when appropriate.
Below is an example of setting up a validation gadget that displays an error message if the form submitter selects that they need both a laptop and desktop:
Within the Validation gadget you must first enter the desired Error Text that will display when the rule(s) for visibility are met. And then you can add the desired rule(s) to fire that validation. For example, in the below example the validation will display when the Sponsor selected is 'To Be Determined':
Within the form the user will see the Validation message immediately:
