Element Rules

Visibility Rules

When working with pages, you can define the Visibility property of a page to indicate when the page appears on the form. 

Similarly, you can define the Visibility property of an element to indicate when the element appears on the form.

• If Show (default) is selected, the element always appears on the form. 
• If Show If is selected and rules are added, the element only appears on the form if the defined conditions are met.
  • If a Section or Group is set to Show If, then all of the elements contained within it will also be controlled by the defined conditions.

Requirement Rules

When working with elements, you can also define the Requirements property of an element to indicate whether entering a value is required.

• If Optional (default) is selected, a value does not have to be entered. 
• If Required is selected, a value has to be entered. 
• If Required If is selected and rules are added, a value must be entered only if the defined conditions are met.

Considerations

When inputting Require If rules on an element within a group, section, or page that has Show If rules implemented, it is important to keep the Show If rules in mind.

• An element within a group, section, or page with Show If rules should only be required if it also fulfills this logic. 
• If a family cannot see a field that is required, they will not be able to submit the form properly. For this reason, it is important to thoroughly test all rules in the form's Preview as you add them to elements. The more complex the rule, the more testing is needed.  

For a video overview of rules, refer to Form Builder- Rules.

Add a Rule

1. On the main menu, select  Configuration, then Form Builder.

2. Select the form you want to work with. 

3. Click the Form tab.

4. Click Pages to select the page you want to work with.
5. Click Elements.
6. Place the cursor over the element you want to add a rule to. The element appears highlighted in blue.
7. Click the Edit (pencil) icon. 

8. Select one of the following:

   1. Required if.. for Requirements.

   2. Show if.. for Visibility.

9. Click Add Rules. 

   1. Select AND if all the rules must be true or select OR if only one of the rules must be true.
   2. Choose a field from the first drop-down list. 
   3. Choose the appropriate function:
      1. Is 
      2. Is Not
      3. Is Blank
      4. Is Not Blank
   4. To add another rule, click Add Rule and enter information as needed.
   5. To delete a rule, click the Delete (trash) icon.
   6. To add another group of rules, click Add Group.
   7. To delete a grouping, click Delete Group.
10. Click Save.
11. Go through the Preview of the form to ensure the added rule functions as expected.

Rule Example

You are building an enrollment form that includes Student, Guardian, Emergency, Medical, Documents, and Signatures pages. You want to require a copy of a student's birth certificate for incoming Kindergarteners. 

The following steps provide the workflow for a Documents page:

1. Click the Elements.

2. Drag and drop the File Upload element.
3. Place the cursor over the element and click the Edit (pencil) icon.
4. Enter Stu_BirthCertificate as the Field Name.
5. Enter Copy of Birth Certificate as the field Label.
6. Choose Show If from the Visibility drop-down list.
   1. Click Add Rules. 
   2. Accept default selection of AND.
   3. Choose Stu_Grade from the first drop-down list.
   4. Choose Is from the second drop-down list.
   5. Choose K from the third drop-down list.
   6. Click Save.
7. Click Preview.
   1. Select the Documents page.
   2. Note that the Copy of Birth Certificate Upload element does not appear 
   3. Select the Student page.
   4. Choose K as the grade level the student is enrolling in.
   5. Select the Documents page.
   6. Refresh the page to display the Copy of Birth Certificate Upload element.