Forms: Adding a Rule

Rule allows you to hide or show certain fields from individuals who meet certain criteria using a conditional to identify these individuals.

To add a rule to a form, you will need to have navigated to the settings of the form. Refer to Form Settings if you are having trouble reaching this point.

1. Click Rules

2. Click Add Rule

3. Click Select an Option

4. Select one of the custom fields and complete If section of the rule

   • Address: Enter an address

   • Checkbox: Select is checked* or is not checked

   • Checkboxes: is one of or is not one of

   • Date: Enter a date

   • File upload: Select has been uploaded or has not been uploaded

5. Select hide or show

6. Select one of the custom fields to hide: address, checkbox, checkboxes, date, or hidden field

7. Click Save