Advanced rules can help you create dynamic forms with robust capabilities:
- Skip logic
- Calculations
- Automated workflow actions
- And other complex functions
Advanced Rules vs. Field Rules
Advanced rules span multiple fields in your form and can execute multiple actions within a single rule. For example, you could have a rule that calculates the total value across multiple fields or a rule that sends an alert if a certain number of fields do not meet expectations.
Field rules, however, are only specific to individual fields and can only evaluate the values of a single field at a time. An example could be a rule that hides or shows the next question depending on the response to this field. (An advanced rule, however, would be able to hide or show fields based on responses to multiple fields.)
Common Scenarios
Advanced rules are useful when you want to add complex logic across multiple fields within your forms. Here are some situations where you may want to use advanced rules in your form:
- Complex Conditional Logic: Create rules that consider various combinations of field values to trigger specific actions.
- Conditional Field Visibility: Hide/show fields or sections based on user input across multiple fields. This provides a personalized form experience for users, reducing clutter and improving usability.
- Dynamic Form Navigation: Use skip logic (or branching) to determine the path users should follow based on their responses, skipping irrelevant sections or pages. This optimizes the form-filling process and improves user engagement.
Note: Mixing advanced rules and field rules in a single form could lead to conflicts and unexpected behavior. It's best to use either form rules or field rules consistently throughout a single form.