Conditional Automations in Primeforms

Primeforms’ Conditional Automations allow you to add dynamic logic to your forms in a simple and intuitive way, without writing any code. You can set conditions to perform actions such as showing/hiding fields, enabling/disabling elements, copying values between fields, skipping pages, and even performing automatic calculations.

Accessing Conditional Automations #

To use this feature:

1. Go to the Form Manager in Primeforms.
2. Select the form you want to work on.
3. Click on Actions and then on Conditional Automations.

Requirements #

Before configuring a conditional automation, your form must contain at least one field. Otherwise, a warning message will be displayed.

No Limitations #

There are no limits to the number of rules, conditions, or actions you can create. You can combine multiple conditions to achieve advanced results.

Creating Your First Rule #

Let’s say you want to create a contact form with the following fields:

• Name (text field)
• Email (email field)
• Message (textarea)
• Submit Button

Now, let’s set up a rule to show the submit button only when the “Name” field is filled out:

1. Open the Form Manager and access Conditional Automations.
2. Click on Add Rule.
3. Add a condition:
   • Select the “Name” field.
   • Set the operator to “is present”.
4. Add an action:
   • Select “Show”.
   • Select “Submit Button” as the target field.
5. Save the rule.

Now, the submit button will only appear when the “Name” field is filled in.

Structure of a Conditional Automation #

Each automation consists of three main elements:

1. Name/Description (Optional): Assigning a descriptive name to the rule can help you quickly identify it, especially when managing multiple automations within the same form. For example, “Show Submit Button when Name is filled” is a clear and easily understandable name.
2. Conditions: Define the situations in which the rule should be applied. Conditions can be single or multiple and determine whether an action should be executed based on user input in the form.
3. Actions: Define what happens when the set conditions are met. Actions allow you to make the form interactive and dynamic, improving user experience and data collection efficiency.

Conditions #

Conditions determine whether an action should be executed. Each condition has three elements:

• Field: The field on which the condition is based. For example, you might want to check if the “Email” field has been filled in or if the value entered in the “Age” field is greater than 18.
• Operator: The comparison criterion between the field value and the reference value. Available operators include:
  • “is equal to”
  • “is not equal to”
  • “contains”
  • “does not contain”
  • “is greater than”
  • “is less than”
  • “is present”
  • “is not present”
• Value: The reference value for the condition. For example, if you’re creating a condition to check age, you might set the value to “18” to allow access only to adult users.

You can add multiple conditions and choose between:

• All (AND): All conditions must be met for the action to be executed.
• Any (OR): Only one condition needs to be met for the action to be executed.
• None: The action is executed only if none of the set conditions are true.

This flexibility allows you to create advanced and customized automations based on the form’s needs.

Actions #

Actions determine what happens when a condition is met. This allows you to dynamically modify the form’s behavior to adapt to user needs. Examples of available actions in Primeforms:

• Show/Hide: Shows or hides a field based on the set conditions. This is useful for making the form more intuitive by displaying only the relevant fields for the user.
• Enable/Disable: Makes a field editable or locked. For example, you can disable the “Submit” button until all required fields are completed.
• Copy Value: Automatically copies a value from one field to another. For example, you can copy the billing address into the shipping address field to save the user from entering it twice.
• Skip Page: Allows you to automatically move to a specific page of the form based on user responses, improving navigation in multi-step forms.
• Perform Calculation: Performs mathematical operations between numerical fields. For example, you can automatically calculate the total price of an order based on selected products.

Actions can be combined to create complex workflows and enhance form interactivity.

Editing and Managing Conditional Automations #

• Edit a Rule: Click on an existing rule to modify it and update conditions or actions.
• Delete a Rule: Click on the trash icon next to the rule to permanently remove it.
• Disable a Rule: If you want to suspend a rule without deleting it, you can temporarily disable it. This is useful for testing the form without losing important configurations.

Conclusion #

Primeforms’ Conditional Automations allow you to create intelligent and dynamic forms, improving the user experience and automating processes without the need for programming. Experiment with different rules to optimize your workflows!