- Set field value based on formula, value from another field, and constant value
- Clear field values
- Make field required
- Show or hide fields
- Enable or disable fields
- Validate data and show error messages
- Change field instructions
Create a form rule
1. Make sure you are a member of a team with ‘Form Rules’ security role.
2. Go to form explorer.
3. Select the form you want to create the form rule for, then click on ‘Rules -> Form Rules’ menu item from the toolbar.
The form rule designer opens with a single condition and action created for you. The form rule takes one or more actions based on that condition.
5. Add a rule name in the description box.
6. Add condition. To Add condition:
a. Select a field from the list
b. Select an operator from the list.
c. Select or enter condition value
7. Add action. To add action:
a. Select an action from the list
b. Select field(s) for which you want to apply the action.
8. To save the form rule, click Save.
Example of a form rule to make fields required or not required based on value of another field. See form rule in action.