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. In essence 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 end-user's preferred contact method, you may want to ensure they enter their email address when the email option is selected. Through these condition settings you can configure the email address field to be required only when the email option of preferred contact method is selected. 

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

To configure the a condition like the example above:

1. See Create Easy Forms or Edit or Delete an Easy Form for adding or editing elements
   1. For this example, the condition needs to be added to the Email Address field, to make it required when the preferred contact method selected is Email
2. In the Edit Element window on the right, click the Conditions tab
3. Under the State column
   1. Click the drop-down and select the most appropriate value
      • For this example, Required would be selected
4. Under the Element column
   1. Click the drop-down to select which condition statement(s) need to be met, if more than 1 is added
      • All, all field conditions must be met for the function to work
        • This is the default value and can be left as is when adding only 1 field condition
      • Any, any of the field conditions can be met for the function to work
      • One, only one of the field conditions must be met for the function to work
   2. Click the field drop-down (just below) to select the field that will trigger the condition
      • In this example, Preferred Contact Method
5. Under the Trigger/Value column
   1. Click the drop-down, select the option that will validate the data entry
      • For this example the most appropriate is Value Is
   2. An additional field may appear based on the selection from the drop down
      1. Selecting Value Is will trigger a Value field to appear to identify the specific value which will trigger the function to work
         • For this example, select the Email value
6. Click Save