Registration Form Conditional Logic Rules

Registration Form Conditional Logic Rules

In our Registration Form, you can set up conditional logic rules to help tailor the fields of a form depending on the registrant’s answers. Follow along with this step-by-step guide to learn how to set up conditional logic rules.

1. In the Admin tab, click on the Registration/Sign In button.

2. In Registration/Sign In, there is a section labeled Registration Form. Click on Edit.

3. There are four tabs on the top of the registration form, click on Rules to set up the conditional logic

Tip: This should be done after you have finished setting up the fields for the registration form.

4. Once you are in Rules, if you have not set up any rules for the venue yet, click on the button labeled Create Your First Rule.

5. The first step of setting up conditional logic establishing the ‘IF’ conditions. These are the fields and their answers which will cause other fields to either appear, remain hidden, or be set to a certain value.

6. First, establish whether the ‘IF’ conditions are ‘AND’ or ‘OR‘. These settings are important if two or more fields are involved with a rule. ‘AND’ means that all fields listed in the ‘IF’ section must match in order for the ‘THEN‘ section to apply. ‘OR’ means that only one of the established fields must match.

7. The first drop down menu in the ‘IF’ section is the field. This brings up all fields of the registration form that have already been set up.

8. Next, you have to set up the rule for the field. This can be any of those listed in the image below. It is important to note that only Bigger and Smaller must be numerical values, all others can include any character you want.

9. The final row is for setting up the value that the field is looking for.

10. Once you have set up the ‘IF‘ conditions, move on to ‘THEN‘ . These are the aspects of the registration form that can be shown, hidden, or set depending on the values and conditions of the ‘IF’ fields.

11. First, decide whether the field should Show, Hide or Set. Show fields will be hidden by default unless the conditions are met. Hide fields are shown unless the conditions are met. Set fields will automatically be filled with a preset value if the conditions are met.

12. Next, choose the field which you want to be hidden, shown, or set.

13. Finally, if you want to set a field to a certain value, you have to type in the value on the row to the right. This row will not be available unless the first row is Set. Once you have set up the conditions, remember to click Save.

14. In the ‘IF’ section, if you want to add another condition, click Add Condition.

15. You can do the same in the ‘THEN’ section by clicking Add Action.

16. Lastly, you can add another set of rules, including a seperate ‘IF’ and ‘THEN’ section by clicking Add a Rule at the bottom.

Still have questions? Visit the Engagez Support venue or email us at support@kb.engagez.com. If you’ve purchased an implementation package, please contact your implementation representative through Skype or email.