Conditional rules can customise document content based on an address field. This guide walks you through the process of setting up conditional rules for address-based questions, such as displaying state-specific information.
Instructions
1. Go to the Form
- Open the form where you want to add the conditional rule.
2. Create the Date Question
- Add a date field, for example: “What is the settlement date?”
Add a second date field called "Property State - <state name>" and make it Read Only
- Edit the "Property State - ACT" field and add the calculation,
If(Form Ref ID.State = "ACT", "Yes","") where Form Ref ID is the Field Reference ID of the Settlement Date Field
3. Access the Conditional Rules Tab
- In your form editor, click Document.
- Select Conditional Rules
4. Create a New Conditional Rule
- Click + New Conditional Rule.
5. Set the Rule Criteria for Date Values
- Name the rule (e.g., Property_State_ACT_Yes).
- Select the Poperty State - <State Name> field and set the criteria, such as “is answered.”
6. Save the Rule
- Click Save to create the rule.
7. Create a Rule for each Alternate Property State Outcomes
- Create a second rule for the additional states.
8. Apply the Conditional Rule in the Document
- Highlight the relevant text in your Word template.
- From the Word Add-In, select the conditional rule and click Add.
Common Issues & Solutions
- Issue: The rule isn’t working as expected for certain states.
- Solution: Double-check that each conditional rule corresponds to the correct state and that the operator used is correct (e.g., Equals).