Add Conditional Logic for Custom Validation

You can create conditions and rules with our Conditional Logic Builder to further customize the validation processes in your forms.

Note: This option is available for all field types.

  1. Hover over the field on the form page.

  2. Select the Edit component icon from the toolbar that appears.

  3. In the Configuration screen, select the Validation tab.

  4. Select the Manage custom validation button in the Advanced Validation section.

  5. In the Manage Custom Validity screen that appears, define the circumstances under which the field will or will not be considered valid by using conditions, rules, or combinations of both.

    • Add condition - Use this option to create a simple condition.

      Note: For example, "Cash amount requested (field) equal to 10,000 (specific value)".

    • Add new rule - Use this option to create a complex set of conditions. Conditions can also be added to the rule set.

      Note: For example, "Cash amount requested (field) equal to 10,000 (specific value)"AND "Approved date (field) before Project start date (value from another component)".

    1. Select Apply.

  6. Save your changes.