Document Management Software Help : Docsvault

Field Rules

Field Rules

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Field Rules

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Field Rules Builder

 

Docsvault allows you to define rules that control the inclusion or exclusion of different fields and controls on a form. This approach allows you to create powerful and interactive forms.

 

You can create Field Rules for each form.  Select Field Rules tab from Options menu.

 

This section lets you configure rules that specify the behavior of your eform and its' form fields. A separate rule can be configured for each of the choice available within the drop down field. You can put multiple conditions to create complex logical expressions.

 

For each rule, specify when to apply the rule in your eform.

oAny - The rule is applied when any one of the conditions are met.

oAll - The rule is applied when any one of the conditions are met.

Select a field from the drop list. The drop down will list all the form fields used in your form.

Specify the operator to used to compare the input values. The operators available are different for different form fields.

Enter the input value to compare. You have an option to add multiple conditions. Click + icon to add more than one condition.

Then specify the action to take when the rule condition is met.

oHide field

oShow field

Add Rule - Lets you to add more than one rule.

 

For example 1:

This form has a drop list named 'Country' and a pre-formatted control 'Social Security Number'. This field is visible by default and if the user selects country other than 'USA' then to hide 'Social Security Number'

 

If 'Country' drop list field Is Not Equal To 'USA'

Then

To hide 'Social Security Number' field

 

For example 2:

This form has a radio control named 'Description' and a textarea control named 'Details'. Details is hidden by default and made visible if the user selects 'Yes'
rules-example2

 

If 'Description' drop list field Is Equal to 'Yes'

Then

To show 'Details' field

 
This is how you can create dynamic forms based on the values specified by the user, while filling the form.