Rules can be added to forms to display different fields based on user input — for example, showing a "state" field only when "United States" is selected as the country. Rules can be created on both drafted and published forms, but they only become active on published forms.
Before adding rules, content administrators must fully create the form, including all fields and steps (pages/sections).
To add a rule, open the form editor, select the Actions icon, then Rules, and choose Create a Rule.
- Set Conditions:
- Choose if all or any conditions must be met.
- Choose how the selected field must meet the condition. You can choose between:
- is – the user input must be exactly the same as what you entered in the next field.
- isn't – the user input must be different than what you enter in the next field.
- contains – the user input must contain what you enter in the next field.
- doesn't contain – the user input must not contain what you enter in the next field.
- is filled – the user must fill the field with any input.
- isn’t filled – the user must leave the field blank.
NOTE: If, as condition, you are using a field that is multiple choice or checkboxes, you do not have operators contains and doesn’t contain, because the input is predefined.
- Pick a field and define the condition (e.g., is, isn’t, contains, doesn’t contain, is filled, isn't filled).
- Some options like "contains" are unavailable for multiple-choice fields.
- Define Actions:
- Actions include: show field, hide field, skip to step, redirect to a page after submitting, or show a message after submitting.
- Select the specific field, step, page, or message accordingly.
Once conditions and actions are set, select Create Rule. Users can view, add more rules, or test them by previewing the form.
- Rules only activate on published forms
- Use Preview to test rules