Using the Rule Builder

You can create rules to build a dynamic form that can show and hide fields, skip pages, and show custom confirmation messages based on what people select or type when filling out your form.

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Video Overview

 

Types of Rules

Type
Description
Form RulesWhen someone submits your form, you can redirect them to another site, create a customized confirmation message, or trigger an email.
Field RulesDynamically show or hide fields in your form—make sure people only see fields relevant to them.
Page RulesSkip people to different pages in your form—make sure people only see pages relevant to them.

 

Conditions & Actions

Rules are made of Conditions and Actions

Building rules is as easy as creating logical sentences based on the fields in your form. Every rule is made up of two bits: a condition and an action.

Condition

Conditions define the fields you want to base the rule on, and how you want us to evaluate those fields. Conditions are made up of three parts:

The Condition is made up of a Subject, Comparison and Value
Part
Description
Example
SubjectThe field you want to base the rule on. (It can't be a File Upload, Section Break, or Page Break field.)Do you want to subscribe to our newsletter?
ComparisonTells us how to evaluate the subject's value to make the condition true. You can use several different operators (things like is, is not, contains, ends with, etc.) to define the relationship between the subject and the value.is
ValueThe value of the subject you're basing the rule on. This could be the answer choice someone selects or what they type into your form. The possible values depend on the field you're basing the rule off of.Yes

 

Action

The action is what you want to happen if the condition is met (is true). An action only occurs when the condition of the rule is true.

Each type of rule has different actions available for you to choose from, like showing and hiding fields, skipping pages, and showing custom confirmation messages.

For example, if "Do you want to subscribe to our newsletter? is Yes" is the condition, your action might be to "SHOW an Email field".

TIP! If you're feeling overwhelmed, just read the rule bit by bit as if it were a sentence—it'll help you break it down and understand what's going on.

 

Adding & Deleting Rules

Adding or Enabling Rules

To create rules:

  1. Log in and go to Forms.
  2. To the right of the form, hover over Edit.
  3. Click Add rules and build your conditions. Each type of rule has different actions to choose from.
  4. At the top of the page, make sure Enable Rules is checked. This turns all rules on or off.
  5. At the bottom of the page, click Save. If you're building different types of rules in the different tabs, you need to save in each tab separately!
  6. At the top of the page, click View Form to test it out.

If you have an existing rule, click the big green circle to the right of a rule to add another one. This duplicates the existing rule, then you can edit it however you'd like.

Deleting or Disabling Rules

To disable or turn off all rules, uncheck the Enable Rules box at the top of the page. Your changes are saved automatically.

To delete an individual rule, click the big red circle with the minus sign, then click Save at the bottom of the page.

 

Using Multiple Rules

On a free Gratis plan, can create 3 rules total for each form—Field Rules and Page Rules only. Form Rules are only available to paid plans. On a paid plan, you can create 50 Field Rules, 50 Page Rules, and 50 Forms rules per form.

Adding Multiple Rules

To use multiple rules, click the big green circle with the plus sign. This duplicates the existing rule, then you can edit it however you'd like.

Order of Rules & Conflicting Rules

When you have multiple rules for a form, they're organized in a numbered list and evaluated from top to bottom. So rule 1 is evaluated first, then rule 2, then rule 3, and so on.

If two or more of your rules conflict, your form will still work, but in the event that someone taking your form meets both conditions, your form will only follow the last rule in the list.

If any Field Rules conflict, you’ll see a warning when you save. If any Page Rules conflict or Form Rules conflict, you won't see a warning, so take caution when setting them up!

Good news! While rules of the same type can conflict with one another (Field Rules can conflict with other Field Rules), different types of rules will never conflict with one another (Field Rules can't conflict with Page Rules).

 

Using Multiple Conditions

Adding Multiple Conditions

You can use multiple conditions within one rule.

To the right each condition, there's a white button with a plus sign that allows you to add another condition for the rule. You can use up to 50 conditions per rule.

AND vs. OR

When you're using multiple conditions in a rule, you'll see a black drop-down menu that says AND or OR. You can choose whether the rule requires all of the conditions to be true (AND) or if just one of the conditions needs to be true (OR) before the action will be executed.

You can't mix and match AND or OR within a single rule

Example

Let's say you're hosting an event and sending people who RSVP'd a form to fill out. You ask them how many people they're bringing with them. You want to get their guests' names so you can put them on the guest list. But you want your form to be smart—the number of Name fields you want to add should match the number of people they're bringing.

*Note that since we're always showing one Name field for the person who RSVP'd, we don't need to include it in the Field Rules.

You can create rules to build a dynamic form that can show and hide fields, skip pages, and show custom confirmation messages based on what people select or type when filling out your form.

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