To add a rule, select the "Rules" option from the Web Form listing. The page that appears will be a list of existing rules for the Web Form. To add a rule, click the "Add a Rule" link.

Adding a rule is a multi-step process that depends on the type of question the rule is being applied to.

1. Name
Enter a simple name for the rule so that you can easily identify it when listing all the rules that have been added for the Web Form.
2. Question
Choose the question that the rule will use to check the input of the user.
After you select the question, the form will reload to show the operators (see below) that are specific to the question you chose.
3. Operator
The operator is used to compare the value of the question to the condition (see below for condition details).

  • equals
  • less than
  • less than or equal
  • greater than
  • greater than or equal
  • does not equal
  • exists
  • does not exist

Note: For questions with lists, the comparisons are made based on the order that items are defined in the list, not on alphabetic ordering.
4. Condition
For questions with lists, the possible selections are displayed and you must choose one. For other questions, you will be able to type in a specific condition in a text box. This is the value that will be compared to the value for the question using the chosen operator.
5. Action
If the rule evaluates to True, the action will take place. There are several types of action:

  • Go to Page If you have more than one page in your form, you can jump users to a specific page (bypassing pages in between, if they exist).
  • Complete Form This will automatically complete the form, regardless of the page that the user is currently on. If there is page at the end of your form that has only heading questions, the user will be taken to that page. If a Final URL has been provided, the user will be taken to that page instead. Otherwise, the user will be taken to the read-only view of the submission, listing view, form listing, or section summary, depending on the various settings that are defined for the form.
  • Required Questions You can select as many question as you wish that will be required if the condition is met. Note that questions that are already required will not be listed, nor will questions on pages that precede the page that the rule question belongs to.
  • Error Message You can provide a custom error message that the user will see on the page that contains the question. The user will then be able to make any changes that you specify in your message and resubmit the form.
  • Send Email Although you can define which users always receive an email when a response is added to a form (see Email Options for more information), you can also define which users receive email only when specific rules are true. You can provide nTreePoint users (so the email will be sent in the format the users have chosen in their personal settings), or you can provide specific email addresses that will receive the email in either HTML or text format. When the response is added and the rule is true, the users defined in this area will receive the same email as the users in the Email Options settings.