The Rules tab allows you to create dynamic forms that will follow logic that you've specified to perform certain actions like showing and hiding fields or emailing specific individuals based on the selections the user makes while filling out your forms.


By default, rules are disabled and users will follow the standard form path. To activate your rules, check the "Enable Rules" checkbox.


There are two types of logic sets: Rules and Conditions. Rules are a collection of Conditions to perform a certain action.


Adding and Removing Rules

At first, you will see a single Rule with a single Condition. To add a new Rule, click the big green plus button to the right which will duplicate the existing rule for your convenience.


To delete a Rule, click on the big red minus button to the right of the Rule. You must have at least one Rule at all times.


Adding and Removing Conditions

Conditions can be added by clicking on the small gray plus button next to the form input. This will duplicate the existing condition for your convenience.


To delete a Condition, click on the small gray minus button next to the form input. You must have at least one Condition at all times.


The Action

The action is what happens to the field if the conditions are met.  There are two options: Show or Hide.


The Field

The field to either Show or Hide if the conditions are met.


The Application

The application determines when a rule meets any (even just one) of the listed conditions, or only when it meets all of the conditions.

  • all - this condition will require all rules for the target field to be true.
  • any - this condition will require any rules for the target field to be true.

You can mix and match different field types, but if you find a particular field will not show or hide it's possible your logic prevents the condition from ever being true.


The Subject

The subject is the field you want the condition to be based off of. It cannot be a Heading, File Upload, Page Break, Captcha, or Submit field.


The Comparison

The comparison is how you want to evaluate the Subject's value to meet the condition.

  • is - this comparison is most similar to the = operator and looks for an exact match.
  • is not - this comparison is most similar to the != operator.
  • contains - this comparison is most similar to matching any part of a string.
  • does not contain - this comparison is most similar to not matching any parts of a string.
  • begins with - this comparison is most similar to matching the beginning part of a string.
  • ends with - this comparison is most similar to matching the end part of a string.


The Value

The final piece of any condition is the value. This is the choice or data the user must select or type into the form in order to match your condition.


Email Rules

Email Rules are built almost exactly like you would Field Rules. The only difference is that you are sending the Notification email to an email addresses based on one condition. You can send to multiple emails by adding new rules.


The Subject

The subject is the field you want the condition to be based off of. It cannot be a Heading, File Upload, Page Break, Captcha, or Submit field.


The Comparison

The comparison is how you want to evaluate the Subject's value to meet the condition.


The Value

This is the choice or data the user must select or type into the form in order to match your condition.


The Email

The email is a single email address where the Notification email will be sent to if the condition is met.