Forms Item: Rules Options

Note

Available configurations vary by form item type.

Rules allow you to control what happens when a form completer enters specific values, selects a specific option, or clicks a button. You can show or hide a group of items or tabs, validate a response, initiate a workflow when the form is submitted, etc. For example, if a form completer selects “I am an international student," you can automatically display additional items/fields about visa status and required documentation. If they do not select it, those items/fields remain hidden.

If answer value is = International Student

Group: Show VisaQuestions

Else Group: Hide VisaQuestions

Rules options are available for the following form items:

Button
Checkbox
Date / Time Pickers
Drop-down

Essay
Hidden
Radio button
Textbox

Condition Types

Condition types determine when an action should occur.

Condition Type	Description
If answer value is	Executes the action if the answer value matches the value you specify. Every rule sequence must begin with If answer value is. To execute the action when any answer is entered, or when a button is selected, enter * in the answer value field.
Else if answer value is	Executes the action when the If answer value is condition fails and the new answer value matches the value you specify.
Else	Executes the action when none of the previous conditions were met.
And	Executes an additional action alongside the previous rule's action.

Action Types

Action types determine what happens when a condition is met.

Action Type	Description
Form: Submit	Submits the form.
Group: Clear	Clears values from all items in the specified group.
Group: Disable	Disables all items in the group when the condition is met.
Group: Enable	Enables all items in the group when the condition is met.
Group: Hide	Hides all items in the group.
Group: Make Not Required	Removes the required asterisk and makes the items optional.
Group: Make Required	Applies the required asterisk and prevents form submission until all required answers are provided.
Group: Show	Shows all items in the group.
Group: Toggle	If the group is visible, hides it. If the group is hidden, shows it.
J1 Workflow: Add Workflow for Submission	Associates a J1 Web workflow with the form when the condition is met.
J1 Workflow: Remove Workflow for Submission	Available in J1 Web soon.
Tab: Change	Displays the specified tab (if it is visible). Commonly used with Next or Previous buttons.
Tab: Hide	Hides the specified tab and any items on it.
Tab: Show	Makes the specified tab visible, but not necessarily active.
Tab: Update Progress	Evaluates required items on the tab. If all required responses are valid, a checkmark appears. If not, the checkmark is removed.

Campus Portal Actions and J1 Web Alternatives

The following outlines action types available in Campus Portal Forms and alternative options in J1 Web.

Campus Portal Option	J1 Web Alternative
Alert: Show Message	Unavailable at this time.
Email: Send	Use Forms rules to associate the form with a workflow that initiates an automation plan containing an email interaction. Use an automation plan initiated by a J1 Web Form Submitted system event. When a form is submitted and meets any defined rules, the automation plan is initiated and can include emails, texts, notifications, To Dos, etc.
Email: Cancel	Use Forms rules to associate the form with a workflow that initiates an automation plan with rules that govern when the email interaction doesn't go out. Use an automation plan initiated by a J1 Web Form Submitted system event with rules that govern when the email interaction in the automation plan doesn't go out.
Form: Print	Form submissions can be saved as PDF and printed from the Manage Submissions page, View form option.
Form: Quit	Unavailable at this time.
Form: Save	Unavailable at this time.
Grid: Add	Unavailable at this time.
Payment: Clear Profile Payment: Override Balance Payment: Use Profile	Payment options are only available with Campus Portal Forms.
Workflow: Add to track queue	Associate the form with a J1 Web workflow.
Workflow: Remove from track queue	Available in J1 Web soon.
Workflow: Set track	Available in J1 Web soon.

FAQ

Is there a limit to how many conditions or "And" actions can be chained in a single rule sequence?

<< Well, you messed up. Try this instead. >>

If a rule sequence has no matching condition and no "Else," what happens? Nothing, or is there a default behavior?

<< Now would be good, or after tacos! >>