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Field Rules: Add and configure field rules

In this article

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 any forms, surveys, quizzes, or tutorials in LibWizard.

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:

example of field rules
Example field rules

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Plan 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
  • Grid fields
  • Ranking fields
  • Image choice 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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Add a field rule

  1. Click on the Add/Edit field rules button under the Fields tab.
Adding a field rule, part 1
  1. Click on the Add Rule button to insert a new rule.
The Add Rule button
  1. Configure your field rule as needed.
    1. To add additional rules, click the New Rule button.
  2. When finished, click the Save button.
Inserting and configuring a new rule

Delete field rules

  1. Click on the Remove Rule button next to the rule you want to delete.
  2. Click the Save button.
Deleting a field rule

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Use field rules to show hidden fields

You can use field rules to show hidden fields in your form, survey, quiz, or tutorial. This is a really great way to only show specific fields when they're relevant to the user. For example, if you ask someone to select their preferred contact method and they select "Email", then you could display a field to gather their email address.

Field rules can either display a single hidden field, or an entire group of hidden fields, based upon a user's response to specific question.


Set up your field groups (optional)

If you want a field rule to hide multiple visible fields at one time, you can do this by placing those fields into a single group. You can have multiple groups of fields, but each field can only belong to one group at a time.

  1. Edit your field, or create a new one.
  2. Click on the field's Advanced Customization tab.
  3. Use the Group ID to assign this field to a group.
    • If you have not yet created any groups in your survey or quiz, click the Add Group button to create a new one.
    • Otherwise, select one of the existing groups from the dropdown menu. You can select from any group that has been created in that survey or quiz.
  4. Save your changes.
Adding a field to a group

Fields assigned to a group will display a group () icon in the workpad.

A grouped field in the workpad

Create your field rules

Once you've configured your hidden fields, you're ready to create your field rule.

  1. Click on the Add/Edit field rules button under the Fields tab.
Adding a field rule, part 1
  1. Click on the Add Rule button.
  2. For the If row:
    1. From the first dropdown, select the field that will trigger the field rule.
    2. From the second dropdown, select the logic to use.
    3. From the third dropdown, select the value that the user must select in that field to trigger the rule.
  3. For the Then row:
    1. Select Show from the first dropdown.
    2. From the second dropdown, select field or group that you want to display. (Groups will display at the bottom of the list of fields.)
    3. For the Else row, select the Hide Field checkbox. This will keep field or group hidden unless the field rule is activated by the If condition. (This isn't necessary if you already enabled the field's Hidden setting.)
  4. Save your changes.
Configuring a field rule's If, Then, and Else options

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Use field rules to hide visible fields

You can use field rules to hide visible fields in your form, survey, quiz, or tutorial. This is a really great way to hide fields when they are not relevant to the user. Field rules can either hide a single visible field, or an entire group of visible fields, based upon a user's response to a specific question.


Set up your field groups (optional)

If you want a field rule to hide multiple visible fields at one time, you can do this by placing those fields into a single group. You can have multiple groups of fields, but each field can only belong to one group at a time.

  1. Edit your field, or create a new one.
  2. Click on the field's Advanced Customization tab.
  3. Use the Group ID to assign this field to a group.
    • If you have not yet created any groups in your survey or quiz, click the Add Group button to create a new one.
    • Otherwise, select one of the existing groups from the dropdown menu. You can select from any group that has been created in that survey or quiz.
  4. Save your changes.
Adding a field to a group

Fields assigned to a group will display a group () icon in the workpad.

A grouped field in the workpad

Create your field rule

  1. Click on the Add/Edit field rules button under the Fields tab.
Adding a field rule, part 1
  1. If you've not yet added a field rule, click on the Add Rule button. Otherwise, click on the New Rule button to add another one.
  2. For the If row:
    1. From the first dropdown, select the field that will trigger the field rule.
    2. From the second dropdown, select the logic to use.
    3. From the third dropdown, select the value that the user must select in that field to trigger the rule.
  3. For the Then row:
    1. Select Hide from the first dropdown.
    2. From the second dropdown, select field or group that you want to hide. (Groups will display at the bottom of the list of fields.)
  4. Save your changes.
Adding a field rule, part 2

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Use field rules to jump to other fields

You can use field rules to jump to other fields in your form, survey, or quiz. (This option is not available when adding field rules to a tutorial.) This is a really great way to skip past fields when they are not relevant to the user -- especially when you are using page breaks to organize a survey or quiz into sections.


Create your field rule

Once you have your fields and page breaks laid out, you're ready to create your field rule.

  1. Click on the Add/Edit field rules button under the Fields tab.
Adding a field rule, part 1
  1. If you've not yet added a field rule, click on the Add Rule button. Otherwise, click on the New Rule button to add another one.
  2. For the If row:
    1. From the first dropdown, select the field that will trigger the field rule.
    2. From the second dropdown, select the logic to use.
    3. From the third dropdown, select the value that the user must select in that field to trigger the rule.
  3. For the Then row:
    1. Select Jump To from the first dropdown.
    2. From the second dropdown, select the field the user should be taken to.
      • If your survey or quiz has a single page, then the page will simply scroll down to that field. If you are navigating to a field on a different page, then the user will skip past the page breaks in between.
  4. ​Save your changes.
Adding a field rule, part 2

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