In this article:

• Where is it?
• What is a form rule?
• Creating a form rule
• What your Attendees see

Where is it?

You’ll add form rules from the Configure tab:

(Back to top)

What is a form rule?

A “form rule” is a set of criteria that causes your form to reveal different fields to different users. Each rule you create has two parts:

• Condition: A piece of information that triggers the rule to apply. (See an example in the next section.)
• Action: What the form does when a user meets the Condition. In this case, the form hides or reveals 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.

(Back to top)

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, head to the Configure tab. Choose Form Layout, then Attendee, then Set Form Rules:

Step 3. Give the new form rule a Description. (This is an internal name - participants 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:

You can add more than one Condition to any rule. Click the Add Condition link.

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:

In the Action step, you can also have a whole section of the form display, instead of a single field.

Step 6. Click Submit to save.

(Back to top)

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:

What’s Next?

When you're creating form rules, you can also:

• Incorporate your own custom fields
• Incorporate form sections