How to Configure Form Rules

Who is this article for?

  Administrators building forms.

  Report admin permissions are required.

Coruson forms are smart forms, meaning that the fields on display will change based on the selections made by the end user. These changes on the form are performed by rules.

Form rules are conditions that will change what fields or sections will appear, and they can also affect the behaviour of the fields as well.

Examples:

• When filling in an accident report form you may be asked if the accident resulted in an injury. The answer to this question can show injury fields that are previously hidden.
• In some scenarios you may need fields to become mandatory and so rules can change the field settings to become mandatory under specific conditions.
• If witnesses statements are being captured then some key information can become confidential.

This article outlines how to configure form rules and is split into the following sections:

1. How to Add a Rule to a Field
2. How to Add a Rule to a Section
3. Further Reading

1. How to Add a Rule to a Field

1. Go to Administration, then Reporting Admin, then finally Forms.
2. Open the form you need to edit.

Reminder: You can only edit a draft form. If your form is active then you will need to revise it.

3. Locate the field you would like to edit.
4. Click on the action button and select Edit

5. Click Add to add a rule.
6. Enter your Description and click Add.

7. Enter the condition rule and click Add.
8. Enter the field behaviour required.

Need to know more about the field behaviours? Visit How to Configure Field Settings for more information.

2. How to Add a Rule to a Section

1. Go to Administration, then Reporting Admin, then finally Forms.
2. Open the form you need to edit.

Reminder: You can only edit a draft form. If your form is active then you will need to revise it.

3. Locate the section you would like to edit.
4. Click on the action button and select Edit

5. Click Add to add a rule.
6. Enter your Description and click Add.

7. Enter the condition rule and click Add.
8. Enter the field behaviour required.

Need to know more about the field behaviours? Visit How to Configure Field Settings for more information.

3. Further Reading

• How to Create a New Reporting Form
• How to Create, Modify or Delete a Field
• How to Distribute Forms
• How to Configure Field Settings