Advanced Features for Easy Form Elements

Depending on the requirements of the form you are building or editing, additional settings are available which can be configured to build more dynamic and robust data-driven forms. 

Conditions allow you to configure settings which can control the appearance, state, or validation of elements or pages on your forms. For example, you could:

• Set the visibility of a field/page
• Enable or disable fields
• Lock fields to read-only
• Make fields required or optional

Conditions work by using logic statement(s) to apply these settings, basically:

IF [this] THEN [do] THAT

An example could be if you have a form which captures the user/patron's preferred contact method, and you want to ensure they enter their email address when the email option is selected. You can add a condition that sets the Email field required when the email option is selected from the preferred contact method element.  

IF [Preferred Contact Method = Email] THEN [make required] THAT [Email Address]

Configuring Conditions

There are many scenarios and variables that may warrant the use of conditions, the instructions below will describe how to add a condition for the preferred contact > email address example described above, by editing the element on a pre-created form.

For more information on how to create forms and add new elements, please see the Create Easy Forms article.  

1. Navigate to the field you are adding the condition to, then click Edit
   
   1. For this example, the condition is added to the Email Address field, to make it required when the preferred contact method selected is Email
2. In the window that opens, click the Conditions tab
   1. State, select the most appropriate value indicating the desired state for the field 
      1. For this example, select Required
         1. This field will be "required" when the appropriate condition(s) are met
   2. Element, select the appropriate values describing how the element relates to the condition
      1. "If" drop-down, select the most appropriate option that describes when the condition should be triggered
         1. All - means all field conditions must be met for the function to work
            1. For this example, select "all", the other options are more applicable when multiple conditions are being added
         2. Any - means any of the field conditions can be met for the function to work
         3. One - meansonly one of the field conditions must be met for the function to work
      2. "Element" drop-down, select the element (field) that will trigger the condition
         1. For this example, we would select the "Preferred Contact Method" element
   3. Trigger/Value, select the trigger and value options that will enact the condition
      1. Trigger drop-down, select the option that will validate the data entry
         1. For this example the most appropriate would be "Value Is" because we want the condition to trigger when as specific value is selected
      2. Value drop-down, select the element (field) value that triggers the condition when selected
         1. For this example, select the Email value
   4. Click Save