Setting Field Conditions

Last updated Oct 08 2018
Field conditions for creating a smart form

Each time you select an input element on your form canvas you will get the option to add a condition based on it, or even on a few fields, for that matter. Pressing on the "Set conditions" button will open the following window:


How do I set a condition?

Following are the window's components and how to use them:

1- ‘Basic Mode’ toggle (on the top right corner) 
This window opens in an "Advanced" mode by default, allowing you to set sophisticated conditions based on more than the selected field.
This toggle enables you to change this mode to 'Basic' mode. Read how to work with the Basic Mode


2- 'Rule" #1' statement
In general, The rule is structured in 2 rows: 
IF - an area that displays one or more conditional statements (top row).
'Then' - an area that displays the condition results (bottom row).

If

The statement contains 4 fields:
- 'Current field' dropdown. Here you specify which field or fields are at the base of the condition.
The "Current field" is chosen by default, but you can change it to a different input element if you want. 
If you want to add mre fields to the condition you will need to press on the "Add new" button to create a new statement.
- 'Please choose' dropdown - This dropdown contains the relevant operators according to the field you chose in the privious dropdown.
operators like: Contains, Not Contains, Equals, Not equals, Starts with, Ends with etc.
- Value / Field - with this dropdown you can choose if you want to match your field with a certain value or with another field on the form.
- An empty Textbox / Fields dropdown - this is where you specify the value of this rule or choose a field from a dropdown.

Examples for statements with a value are: Name contains John, Age equals 13, Company name starts with Sa, etc.
Examples for statements with a value are: Name equals Name2, Parent Age is larger than Kid Age, etc.

3- 'Add' [+] and remove [-] buttons
These buttons are located to the right of the statement box. When you press on the 'Add' a new statement box will open and 2 fields will be added to the first statement box like so:
- 'Post' dropdown - when multiple statements are used you are required to specify the relationship between them by choosing "And" or "Or".
- 'Bracket' dropdown - this dropdown enables you to add brackets to your condition.
This will enable you to base your condition on a few fields, for example: 
if Name contains John and Age is larger than 18 then make a section visible.
Pressing on the 'Remove' will delete the statement.

4- 'Results' configuration button

Once this button is pressed a results window will open,  listing all your form elements (including non input elements such as sections and labels).  Read about how to use the Results window

5- 'Support opposite' checkbox

When you create a simple rule, (like if Name field contains A then show section), you will need to configure the oposite rule to make it work (so when the Name does not contain A it will not show the section). This checkbox saves you the time and effort of creating the oposite rule yourself , by generating it automatically for you.

6- 'Show friendly condition' link

As you've seen, in order to create your condition you need to enter a few fields. But when you want to review the condition it is hard to do so easily when the data is divided and the results are inside  the 'Results window'. This is exactly what the 'Show friendly condition' link is for.
When you press on this link a small window will open displaying your condition in a simple string. 

7- 'Add rule' button

If you want to create conditions where the results are different - you will need to use a few rules. So simply press on this button and add a new rule.
For example:
If Name field consists John then show Age field
if Age is larger than 18 then make descripion field mandatory.



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