Building Forms with Conditional Fields
Forms can become dynamic forms where the answer to one question may allow the respondent to skip the next three questions, or require the respondent to answer additional questions. Thus, each field can become a conditional field. Once you have decided which fields are conditional, use a Form Rule to determine what happens based on the answer to that question (for example, skips page 3 and goes to page 4 on a multi-page form).
Each Form Rule contains a Condition and an Action; see the Form Rules Overview article to learn more.
You should create a form that has all the fields first before adding the Form Rules. (See the Forms Field Types Reference for more information about each field type.) Once all the fields have been created, add the Form Rules. Here is a list of Form Rules:
Show-Hide Rule
Use the Show-Hide Rule if you want respondents to answer additional questions. For example, a camp registration form has the question whether the camp participant is over 18 years old. If the answer is NO, the form displays an additional field asking for the guardian’s name. Otherwise, the field asking for the guardian’s name is hidden if the participant answers YES.
See the Using the Show-Hide Rule article to learn more.
Enable-Disable Rule
Like the Show-Hide Rule, the Enable/Disable Rule makes a field editable based on one or more conditions. This is useful for entering optional information or gathering data from only users who fall under a particular group. For example, a campsite or a doctor’s office might ask people to list medications or allergies that might affect treatment. This field is editable only if the user selects Yes.
See the Using the Enable-Disable Rule article to learn more.
Jump to Page Rule
Another option is to use the Jump to Page Form Rule. As its name indicates, respondents can jump to a different page in the Form based on their answers. This is useful if some pages do not apply to all the form’s users.
See the Using the Jump-to-Page Rule article to learn more.
Autofill Rule
The Autofill Rule filters a form field’s options based on pre-configured conditions. One common use is populating states and provinces, countries and regions, and then applying a conditional filter. For example, respondents select their geographic region (Europe, North America, Asia, etc.), then select a country (Germany, USA, Malaysia, etc.). You should first connect a data provider before using the Autofill Rule. See Using the REST Data Provider to Populate Form Options to learn more.
Require Rule
You can use a Require rule to make a field required based on one or more conditions. Require Rules work in association with other Rules, such as the Show Rule. For example, a car rental form has a section where respondents indicate if they are applying a discount to the rental. If the answer is YES, the respondents must enter the promo code in order to get the discount.
See the Using the Require Rule article to learn more.
Calculate Rule
Create Calculate Form rules that populate a numeric field by calculating its value based on other fields. For example, a Calculate rule can calculate a camp or conference’s total registration costs by multiplying the number of attendees and the registration fee (17 people at $130 each).
Calculations are limited to numeric fields.
See the Using the Calculate Rule article to learn more.