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Plan your logic first (see below).
Add all your questions and information in your form in the CMS.
Progressively apply conditions and keep testing.
Hidden/visible logic can be applied on text fields (, not just on 'questions' (use the Advanced HTML element).
Specific logic is mainly used with radio and checkbox elements (e.g. Q2 is visible if the response to Q1 is 'no').
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People often set up a flowchart to map out the logic of a form or tool. I find it It's helpful to transfer this info all the information a document to plan the numbering and the logic.
This document can then be used as a test plan for your tester. You should always get other people to test your form thoroughly before you go live. You can create a share link of the page where you embedded the form for this.
Here’s an example:
Question / Text | Notes | Conditions / email handler | |||
|---|---|---|---|---|---|
1 What is your full name?* | Text field, required | ||||
2 What is your email address?* | Email field, required | ||||
3 What is your phone number? | Phone number field (10 digits), not required | ||||
4 What type of enquiry do you have? 4a Question 4b Complaint | Radios, required | na | |||
5 What is your complaint about? | Radios, required | Visible if Q4 value is 4b | |||
5a Melbourne | |||||
5b Geelong | |||||
5c Phillip Island | |||||
6 The next question (specifically for questions about Melbourne) | Visible if | ||||
7 The next question (specifically for complaints about Melbourne) | Visible if | ||||
8 The next question (specifically for complaints about Geelong) | Visible if | 9 Do you like dogs? | Radios, Yes/No | Visible if TBC | |
9 What is your enquiry about? | Radios, required Responses only for | Visible if Q9 Q4 value is filled9a Apples4a | |||
Email handlers | Questions about Melbourne Complaints about Melbourne | If Q4 value is 4a If Q4 value is 4b | |||
9b BananasEmail handlers | If Q4 value is 4a4b If Q4 value is 4a4b |
How to use conditional logic settings: questions and text
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The State for email handlers is either Enabled or Disabled. The conditions required that all 3 elements needed to have the set value in order for the handler to take the specified action (i.e. send to the specified email address).
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Submit function
Disable submissions
If your form has been configured to send user form submissions directly to a CRM, you should disable submissions. (A CRM is customer relationship manager software such as Salesforce.)
This stops submissions being stored in the Drupal CMS. Submissions will only get emailed to the inbox specified.
On the Settings tab of the form there’s a checkbox to disable submissions.
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Hide the submit button
If you’re building a decision tool and don’t want the user to submit any responses you should hide the submit button.
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