Update fields with conditional logic rules

MightyForms empowers you to streamline your form-filling experience by enabling you to update fields dynamically based on predefined conditions. By updating fields dynamically based on predefined conditions, you provide users with a seamless form-filling experience. Users appreciate streamlined processes that reduce friction and save time. Dynamic field updates eliminate the need for users to re-enter information already provided. This not only saves time but also reduces the likelihood of errors and improves data accuracy.

We offer Two Methods for Updating Fields with Conditional Logic Rules:

Manual Updates: MightyForms empowers you to update fields with manually predetermined data.

Customer Input Updates: Alternatively, you can update fields with information previously filled in by the customer.

Now, let's dive into the step-by-step process of setting up conditional logic rules to update fields dynamically within your forms. By following these instructions, you'll enhance efficiency and provide a seamless form-filling experience for your users. Let's get started!

Dynamically Updating Fields with Manual Entries

Step 1. Select your form

Login to your MightyForms dashboard, then:

• Select an existing form from your dashboard
• Create a new form from scratch
• Or select one of the Templates

Step 2. Set up a Rule

1. Navigate to Rules via the left-side panel:

   

2. In the "If" section - specify a condition when some of the fields in your form should be updated. Different field-types have their specific collection of conditions to set up.

   
3. Move to "Then" section and pick Update in the Do dropdown.

4. In the subsequent dropdown menu, select "Autofill".

   

   
   
5. Choose the target field from your form that you want to pre-fill with specific data.
6. Enter the value you wish to assign to the targeted field.

Example. Mark customers as returned to help your sales team better prepare for future communication.

Note: You can make the "Customer Type" field hidden so that it's only visible to your team after submission.

Automatically Pipe Previously Entered Information into Other Fields

Step 1. Select your form

Login to your MightyForms dashboard, then:

• Select an existing form from your dashboard
• Create a new form from scratch
• Or select one of the Templates

Step 2. Set up a Rule

1. Navigate to Rules via the left-side panel:

   

2. In the "If" section - specify a condition when some of the fields in your form should be updated. Different field-types have their specific collection of conditions to set up.

   
3. Move to "Then" section and pick Update in the Do dropdown.

4. In the subsequent dropdown menu, select "Copy value."

   

5. Select the field filled with customer information from which you would like to autofill another form field.
6. Finally, choose the field that you want to autofill with the completed information from the selected field above.

That's it! By following these steps, you can ensure a seamless form-filling experience for your users, reducing redundancy and enhancing efficiency. Now, when customers fill out the first field, they won't have to waste time filling out the second one, as it will already be populated with the information from the first field.

If you have any questions, suggestions, or encounter difficulty setting up the prefill, feel free to reach out to our support team for assistance!