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BobThomas1's avatar
BobThomas1
Qrew Cadet
7 months ago

New Forms ~ How Do I enable 'Dynamic Form Rules'

Happy Halloween!

New Forms ~ How Do I enable 'Dynamic Form Rules'

I thought this question on 'New Forms' needed it's own thread.

I have the administrative section setup. But I don't have 'Dynamic Form Rules.'

The old form does, and this section is only available to administrator roles. 

How does this work in 'New Forms'? 



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Bob T.
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9 Replies

  • For me, the dynamic form rules are accessible here:

    I can't tell if that option is visible for you or not from your picture as it's not showing enough of the screen.



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    Personal Tax Team
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    • BobThomas1's avatar
      BobThomas1
      Qrew Cadet

      Yes I have that. I was just wondering how to use the rules, it looks a little easier on the old forms.



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      Bob T.
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      • ChayceDuncan's avatar
        ChayceDuncan
        Qrew Captain

        The rules are virtually the same for all intents and purposes. In the new forms you can still configure them similar to the legacy forms where you set the when condition/trigger for the rule and then define the series of actions. Ultimately they're really no different. The new forms however allow you to user a formula builder to expand on more complex logic that the legacy forms could not handle (like if  or/and/or/and logic) and then the actions have expanded to allow more customization around the form itself such as changing labels. coloring sections or fields etc



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        Chayce Duncan
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