What are field rules?

In a nutshell, field rules allow you to show, hide, or navigate to fields based upon the user's response to a certain question.

For example, let's say you have a multiple choice question that asks, "How would you rate your most recent experience?" This question has three possible answers: Great; Okay; and Awful. If a person selects "Awful", you then want to display a follow-up question that asks, "How might we better serve you in the future?" With a field rule, you can totally do that!

Field rules allow you to:

  • Show a hidden field (as in the example above)
  • Hide a visible field
  • Jump to another field (especially handy if you have a survey with multiple pages)

Planning Ahead

When you want to use field rules, the type of fields you use for your questions is incredibly important. Field rules work by comparing a text string to the response provided by the user. For example: if someone selects "Awful" in the Rating field, then show the Feedback field. This has to be an exact match in order for the field rule to execute.

As a result, field rules will work best for multiple choice fields with defined answers. These include:

  • Dropdown fields
  • Radio fields
  • Checkbox fields
  • Rating fields

Questions that use text fields, on the other hand, are prone to misspellings as well as an unpredictable range of potential responses. But with a radio field, for example, you know exactly what the potential responses will be and can configure your field rules accordingly. This will make sure they work every time.

That's why it's important to consider, before you start creating your survey or form, how you might want to employ field rules. This will help you determine the best possible user input field for your question. Consider sketching your ideas out on paper first, or write up a flow chart that lays out the different rules you want to apply to each question. Then all you have to do is add them to LibWizard.

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