In this article:

• Where is it?
• What is a form rule?
• Creating a form rule
• What your Attendees see
• Using form sections in rules

Where is it?

You’ll add form rules from the Configure menu. Choose Form Layout.

From there, choose the type of form you need and click Set Form Rules:

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What is a form rule?

A “form rule” is a set of criteria you create. When a user meets those criteria while they fill out your form, your form will behave in specific ways. Each rule you create has two parts:

• Conditions, which are the specific pieces of information the form needs in order to trigger the rule. (See an example in the next section.)
• Actions, which are the actions the form itself takes - usually, hiding or revealing a set of form fields.

Rules are great when you want a form to behave more flexibly. You can have different users see slightly different versions of the form, without having to have separate forms.

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Creating a form rule

In this example, let’s say that ABC Company is sending some Attendees to your event. Some will be attending in person, and others will attend virtually. You want to get a headcount for each group.

As people register for your event, if they’re from ABC Company you need them to also specify how they’ll be attending.

Step 1. Whichever form fields you want to use in this rule, make sure they’re added to the form. Here, we’ve added the Attendance Status field to our registration form. We’ve also made it a required field:

Step 2. Now, navigate to the Set Form Rules page:

Step 3. Give the new form rule a name. (This is an internal name - your attendees won’t see it.)

In many cases, it’s helpful to enable a form rule for both the Admin and Attendee versions of the form. But you can enable it for only one version by clicking the radio buttons:

Step 4. Now, let’s set a Condition that triggers this rule. In this example, the trigger happens when someone enters “ABC Company” into the Company Name field:

Conditions have a lot of flexibility. In the example above, we're using a simple one: equals. But you can choose any of these options to match information differently:

Step 5. Finally, set the Action that will happen when someone meets this Condition.

In this case, when someone types “ABC Company” into the Company Name field, we want to show them the Attendance Status field:

Step 6. Click Submit to save.

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What your Attendees see

With this rule in place, anyone who registers from ABC Company will automatically see the required field for choosing how they’ll attend:

Attendees from other companies won’t see this field during registration:

Using form sections in rules

If your form is divided into sections, you’ll be able to use them in the Action step of any rule:

What’s Next?

With form rules set up, you can also:

• Incorporate your own custom fields
• Incorporate form sections