Forum Discussion

RSohan's avatar
RSohan
Qrew Cadet
2 months ago

Form Rules Problem With Hiding/Showing Pages

Hello,

I've really been having a lot of problems with this, and I'm hoping you will be able to help.

I created a form with 8 pages, to display pages as steps so customers can move from one page to the other after they have completed the current page, but when testing I discovered that an applicant can move from one page to the next without filling in any information in the fields, including fields designated as required fields. To prevent this, I created form rules mandating required fields to be filled in otherwise the all the subsequent pages would be hidden until all of those required fields are no longer blank, but that was not working properly. I previously built this out in the the expression builder, but during Office Hours I was recommended to try doing it in the formula builder, so this is what I now have (see attached Screenshot 1).

What I really would like is for the form to prevent an applicant from being able to move from the current page to the next page unless all required fields on that page have been properly filled in.

I also have a Cash Customer rule on page 3 if someone chooses "Cash/Credit Card" in the Request Terms field, I want to hide and unrequire pages 4-7 and have them jump straight to page 8 (pages 4-7 are not required for Cash/Credit Card customers), but if they choose "Credit Terms" then they need to progress through pages 4-7, but for some reason it's not working either and is causing conflicts with the other show/hide pages rules I'm trying to get working. (See attached Screenshot 2)

On the advice of our esteemed Office Hours Sherpa, I created a simplified test form with only 3 pages, and created a form rule to hide page 2 unless all required fields on page 1 are filled in (see attached Screenshot 3). I also did the same Cash Customer rule as a test on page 1 so if "Cash/Credit Card" was selected it should skip page 2 and jump them straight to page 3, but if "Credit Terms" was selected it should progress them to page 2 (see attached Screenshot 4), but I can't get the form rules to work for this test form either.

 

Your help would really be appreciated. Thank you.

Forms

2 Replies

  • Kojo_Levery's avatar
    Kojo_Levery
    Qrew Trainee
    2 months ago

    Hello, 

    It looks like the main reason the form rules aren't working is because of a rule conflict... In your test form (Screenshots 3 and 4), you have a two separate rules both trying to control Page 2. Form rules are like double-edged swords, meaning it won't just do what you tel it to do in the "then" section, it also wants to do the exacto opposite in the "otherwise" section.

    • In Screenshot 3, you're telling the form "If fields are empty, hide Page 2" AND Otherwise (if fields are filled), show Page 2.
    • In Screenshot 4, you're telling the form "If Request Terms = Cash, hide Page 2" AND Otherwise (if terms are not cash), show Page 2.

    So if a user is a Cash Customer that filled out their name, Screenshot 3 is saying show Page 2, but Screenshot 4 is saying hide Page 2.

    I would suggest combining all your logic into only one rule for each page. For example to control Page 2 visibility:

    When All of these conditions are true

    • [Request Terms] is not equal to Cash/Credit Card
    • [Contact First Name] is not blank
    • [Contact Last Name] is not blank
    • [Contact Email] is not blank

    Then

    • Show Page 2

    Otherwise

    • Hide Page 2
    • RSohan's avatar
      RSohan
      Qrew Cadet
      2 months ago

      Okay, thank you. I'll try that and see if it works. If it does, I'll use the same logic to hide/show all the other pages. I'll post back here and let you know how it goes.