To use the rules builder, you must have Admin permissions. To get to the rules builder, go to a form and click on the Rules tab.
Generally, rules are actions you want to perform within a form and across forms to personalize the consumer experience or automate the experience for consumers.
To add a rule, click on the Add Rule button on the top left of the screen. You will see the below fields that will help you set up a rule:
ID
This is a unique ID number that is assigned to each rule
Name
This is a field that you use to help you later find the rule and easily identity what the rule is for. Although this field is optional, we recommend that you type something that will allow others to understand the purpose of the rule
Triggers
These determine when a rule should be performed or executed. There are 4 types of triggers:
On Show Page
This trigger is for show/hide rules only. The page you select should be the page that the input resides on.
On Complete Page
This trigger is for rules that need to execute when you are finished with a page and move to the next page.
On Complete Form
Do not use this rule for now. Instead use the Complete Page trigger and set it to the last page on the Form.
On Complete Application
Do not use this rule for now. Instead use the Complete Page trigger and set it to the last page on the Form.
Conditions
To determine when a rule should be activated, you should set a condition that must be fulfilled by the inputs in the form.
And is the default condition and ALL conditions must be met in order for the rule to execute
Or conditions can be met if ANY of the conditions are met so this gives you more flexibility in situations where multiple items can lead to a rule being executed where you don't need all of the conditions to hold true.
Actions
When a rule is triggered, you can choose between a number of actions to be performed:
Go to page
This allows the skipping of pages from page to another
Show
This will allow you to show an input
Hide
Use this to hide an input
Set Field
To pre-fill a field from another input, use the set field action
Set Description
This will allow you to set the description field in the pipeline page from an input in the form
Complete Application
This will allow an application status to be set to complete
Add Form
You can use this to add another form using rules
Send Email
An email will be sent when you use this action