Create a simple logic for customers to follow when completing your forms. Specify conditions for certain fields / elements to be shown, hidden, enabled or disabled in your forms on the basis of customer answers. Set up simple or advanced conditions depending on your needs. To get started, refer to the instructions below.
Let’s see how this works using an example case:
You need to ask customers whether they’d like to receive your discount notifications and personal offers when they’ve entered their emails and / or phone numbers.
Proceed to Conditions, then select Add new condition.
The constructor for a new condition will open.
Set up a new condition
Select an action that will be applied to specific fields once certain conditions are met.
Select the fields that the selected action will apply to. It is possible to select several fields for the same action. This will allow you to streamline the process of setting up conditions.
Once selected, click Apply changes.
Proceed with other settings. When finished, your settings will appear as follows:
Action: Show -> Field: Discount notifications,Phone -> IF: Email -> STATE: is not empty.
The condition will appear as follows:
According to your condition settings, customers will see the discount notification and phone fields after they’ve entered their email.
To add additional conditions that depend on an existing condition, click the plus icon next to the last condition level.
Note: For multiple conditions, choose whether all of the conditions should be met (And) or just one of the conditions should be met (Or).
Set up an advanced condition
1. Action: Show → Field: Discount Notifications → IF: email → STATE: Is not empty.
2. OPERATOR: Or → IF: Phone → STATE: Is not empty.
The condition will appear as follows:
According to your condition settings, customers will see the discount notifications question after they’ve entered their email or phone number.
Note: Be careful when setting up pre-fill bots for the Email, Date, Currency and Number fields. The data format in the fields of your selected datasource (spreadsheets or other document types inside airSlate) should correspond to the data format in your form fields. Otherwise, bots will fail. These rules are also relevant to Table columns with the same field types.