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Forms: Field Rules

Overview

Forms allow you to tailor the create project form for your organization and teams. You can create field rules in a form that change the display and behavior of fields based on the values entered in specific fields. This allows you to further adapt the project creation experience for your specific needs.

For example, let's say you're a digital agency and you have a project template for commercial projects. You can set up a field rule that checks whether the project title includes the word "commercial" and selects the commercial template when it does. Then, people creating commercial projects will have the project template field automatically filled out for them.

Field rule example: commercial project template

How to Enable Field Rules

  1. Hover over Settings from the left-hand nav bar, then click General.
  2. Scroll to the Forms section.
  3. If you haven't already, check Turn on Form Builder for all Account Administrators.
  4. Check Turn on Field Rules.
    Screen_Shot_2022-04-18_at_12.31.55_PM.png
  5. Click Save.

How to Add Field Rules

  1. In Settings > Forms, edit a form.
  2. In the Form Builder, hover over a field then select the Edit (" ") icon.
  3. In the popover that appears, click Add a rule.
    Add a rule
  4. Enter a Rule Name. We recommend using a meaningful name that allows you to identify the rule's purpose.
  5. In the If row, configure the rule condition:
    1. The field you're editing is automatically selected.
    2. Use the dropdown menu to select the condition for the rule.
      The condition menu
    3. Enter or select a value.
      Note: Text values are case sensitive.
  6. In the Then row, configure an action to complete when the rule condition is met:
    1. In the first dropdown menu, select the field to affect.
    2. In the second dropdown menu, select the property to modify:
      • Label—When the condition is met, the field's label will change to the value you enter.
      • Placeholder—When the condition is met, the field's placeholder will change to the value you enter.
      • Default Value—When the condition is met, the field's default value will change to the value you enter.
      • Tooltip—When the condition is met, the field's tooltip will change to the value you enter.
      • Required—When the condition is met, the field will be marked as required and people must fill out the field in order to submit the form.
      • Optional—When the condition is met, the field will be marked as optional and people won't be required to fill out the field in order to submit the form.
      • Read Only—When the condition is met, the field will become read only and people will not be able to fill out the field.
      • Editable—When the condition is met, the field will become editable and people will be able to fill out the field.
      • Hidden—When the condition is met, the field will be hidden.
      • Visible—When the condition is met, the field will become visible.
        Note: If the condition is met then unmet, the property will revert to its original value.
  7. To add more actions to the rule, select + Then.
  8. When you're finished configuring the rule, click the back (" ") icon.
  9. Click Publish or Save Draft to save your changes.
    • Publish—Saves changes and activates the form. The form will appear in the Forms section in the left-hand nav bar of the respective feature.
    • Save Draft—Saves changes and saves the form as a draft. The form will not appear in the left-hand nav bar.

How to Edit and Delete Field Rules

  1. In the Form Builder, select the Rules tab from the left pane.
    click_rules_tab.png
  2. To edit a rule, select the rule. The rule editor will open in the canvas.
  3. To delete a rule, hover over the rule name in the Rules tab then select the Delete (" ") icon.
  4. Click Publish or Save Draft to save your changes.
    • Publish—Saves changes and activates the form. The form will appear in the Forms section in the left-hand nav bar of the respective feature.
    • Save Draft—Saves changes and saves the form as a draft. The form will not appear in the left-hand nav bar.

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