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Note: When using more than 100 rules in your form, think of a different layout. Such as splitting your form into multiple forms, or using a Subform.
1. Add a rule
Once you have logged into the MoreApp Platform, select your form, and click on Edit form. By clicking on the Rules tab, you will be able to add rules.
Rules contain two different sections:
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Conditions
This is the basis of the rule; what needs to happen for the rule to be triggered.
Under the conditions you can find: Is, Starts with, Ends with, Contains, Has value, Greater than, and Less than. The last two are only applicable to Number fields. -
Actions
This will be the result if the condition meets.
As an action you can select: Visible, Hidden and Gets value.
Note:
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As a tip, to configure your rules, sometimes you need to think the other way around: Under which conditions do I want to hide/show a certain field (action)?
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Keep in mind to only use a field once, as an Action, in all rules, if you are using the options Visible or Hidden. If you have two rules, with different conditions, but with the same field as action, only the last one will work.
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When using Gets value, you are able to use a field multiple times as an Action.
To start configuring your rule, click on + Create rule, and add a name for this rule.
First, choose the field that you want to use for the rule. Next, you choose one of the conditions. We will give you two examples.
Condition: Is
This is one condition you can set up for the rule. For example, as shown in the image below: If the Radio field has the condition Is and the value is No, then the action that follows is that the ‘Photo’ and ‘Remarks’ fields will be visible.
Condition: Has value
Another example of a condition that can be used is Has value. With this condition, you are able to set a value to a field if it meets the requirements of the rule.
For example, when the user selects a country on a Search field, the “Office location” gets the value of the specific office address.
2. Multiple conditions
With rules, you can also choose to add multiple conditions. If one of the conditions is true, an action will follow. For example, if the emergency exit is broken or there is something missing, the ‘Photo’ and ‘Remarks’ must appear.
To do so, click on + to create a new rule, and choose the conditions needed, like the emergency exit is broken or something is missing.
Then, select the option ‘Or’ so that the rule applies if any of the conditions match.
3. Add the username
You can also add rules based on a username. Some users, for example, will see extra information in the form. After clicking on + Create rule, you can select Username as a condition.
Note: Find the username under the tab Variables.
Select the option Contains, and enter the username you want to trigger the action for in the text box.
Now, add the action that follows. For example, if a username that contains 'moreapp' is logged in, the Text field will be visible.
4. Use the Search field
You can show some fields based on the Search selection. For example, as a condition, choose that, if MoreApp is the company name, a Radio field will be visible.
5. Use Placeholders
If you want to give a value to a field based on a previous answer, you can add a placeholder to the rule. The placeholder will bring a dynamic value to this field.
For example, when you import a database, and you want to automatically fill in some details in the form, you can use the following structure.
As an Action, select Gets value and add the correct placeholder based on the information you want to add to the field. To know which is the correct placeholder, check the data name of the field.
6. Congratulations!
You are now ready to use logic in your forms. This helps the user to only see the relevant fields for his/her specific situation.
Are your rules not working? Read how to avoid conflicting rules.
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