Wix Forms: Adding and Managing Rules

Rules improve the way you collect form information based on your visitor responses. Your visitor's input in one field in the form can determine if another field should be shown, hidden, required or optional.

Each rule includes a condition and an action: If your visitor fills a certain field or leaves it blank (condition), another field in your form reacts accordingly (action). You can also make your form react to a specific selection a visitor makes in a multiple-selection field.

Read an example of how one business uses rules for their forms

Jane is a fitness instructor. In her contact form, she wants to give clients the option to subscribe to marketing emails about class promotions. If they subscribe, she wants to then give them control of how they receive marketing emails.

Jane sets up a rule whereby if someone checks the "Yes, subscribe me to your newsletter", then a dropdown field is shown. The dropdown is set to offer weekly or monthly email options.

If the client does not check the "Yes, subscribe me to your newsletter" field, then the dropdown is hidden.

Creating new rules

Rules allow you to personalize the user experience. Customize the form based on user choices and create a tailored interaction for your visitors. For example, set up a rule whereby the visitor's selection on a specific field determines what field appears next.

To create new rules for your form:

New Forms

1. Click the relevant form in the editor.

2. Click Edit Form.

3. Click the Rules icon

   

   on the right.

4. Click + Add Rule.

   Note: To enable Rules, your form must have a minimum of 2 fields.

5. Fill out the sections:

Choose a condition (If)

1. Select the field you want to base the rule on from the drop-down under This field.

   Tip: You can also select payment fields such as Product, Custom price, and Donation.

2. Select the condition for the rule from the drop-down (e.g. is empty, is filled, is equal to, etc.).

3. (Optional) Add another condition to this rule.

   1. Click + Add Condition to add another condition.

   2. Choose if the conditions should be combined with And or Or.

      • And: Both conditions need to be met.

      • Or: Either condition needs to be met.

Decide on the result (Then)

1. Select the field you want to base the rule on from the drop-down under This field.

2. Select the condition for the rule from the drop-down (e.g. is hidden, shown, optional, required).

   Tip: You can select more than one field to apply the same result.

3. (Optional) Click + Add Rule to add another rule.

6. Click Save Rule.

7. Click Save at the top right to save the form.

Old Forms

1. Click the relevant form in the editor.

2. Click Form Settings.

3. Click the Conditions tab.

4. Click Add New Rule.

   Note: To enable Rules, your form must have a minimum of 2 fields.

5. Click the This field drop-down under If and select one of your fields.

6. Choose between Is: Filled or Is: Not Filled.

7. Click the This field(s) under Then and choose a condition that will relate to that field. Each field has its own set of conditions.

8. Choose fromShown, Hidden, Optional or Required outcomes under Is.

9. Click Save Rule.

What's next?

Your rule is now saved. Publish these changes to ensure that the next user completing your form will see the updated rule.

Managing your form's rules

Your form's rules are saved in one place, so you can keep track and modify them as needed. If your form includes a lot of rules, use filters to quickly find the rule you want to check or edit. Reorder the rules so they're easier to work with and delete ones you no longer need.

To manage your form's rules:

New Forms

1. Click the relevant form in the editor.

2. Click Edit Form.

3. Click the Rules icon

   

   on the right.

4. Choose what to do:

Filter the rules

Use the filter to find rules that contain a field you're looking for. For example, if you're looking to edit all rules that require a user to fill out their email, use the filter to find all rules that contain Email.

1. Click the Filter drop-down.

2. Select the checkboxes next to the relevant fields.

3. Click Save at the top right to save the form.

Edit a rule

1. Click the More Actions icon

   

   next to the relevant rule and select Edit.

2. Make the necessary changes.

3. Click Save Rule.

4. Click Save at the top right to save the form.

Reorder rules

1. Click and drag a rule to change the order.

2. Click Save at the top right to save the form.

Delete a rule

1. Click the More Actions icon

   

   next to the relevant rule and select Delete.

2. Click Save at the top right to save the form.

Want to add more rules?

Click + Add Rule to add more rules to your form.

Old Forms

1. Click the relevant form in the editor.

2. Click Form Settings.

3. Click the Conditions tab.

4. Choose what to do:

Edit a rule

1. Hover over a rule and click the More Actions icon

   

   .

2. Click Edit.

3. Make the necessary changes.

4. Click Save Rule.

Duplicate a rule

1. Hover over a rule and click the More Actions icon

   

   .

2. Click Edit.

3. Click the More Actions icon

   

   and select Duplicate.

4. (Optional) Edit the duplicated rule.

   1. Hover over the duplicated rule and click the More Actions icon

      

      .

   2. Click Edit.

   3. Click Save Rule.

Pause/Resume a rule

1. Hover over a rule and click the More Actions icon

   

   .

2. Click Pause or Resume.

Note: When using Wix Forms for free, paused rules still count toward your 3-rule quota. To set up more rules for your form, upgrade your site.

Reorder the rules

Click and drag a rule to change the order.

Delete a rule

1. Hover over a rule and click the More Actions icon

   

   .

2. Click Delete.

3. Click Delete in the pop-up.

Troubleshooting form rules

If your form's rules aren't working, review the rules and look for a solution below.

To troubleshoot your form's rules:

New Forms

1. Click the relevant form in the editor.

2. Click Edit Form.

3. Click the Rules icon

   

   on the right and review the Conditional rules list.

4. Look for a solution to the issue:

A rule is broken

A broken rule means that a field in the form was deleted.

To resolve this issue, do any of the following:

• Restore a deleted field:

  1. Click the Add icon

     

     on the right.

  2. Click Deleted fields.

  3. Click the More Actions icon

     

     .

  4. Click Restore field.

  5. Click Save at the top right to save the form.

• Edit the rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Edit.

  2. Find the deleted field and select a different field from the drop-down.

  3. Click Save Rule.

  4. Click Save at the top right to save the form.

• Delete the rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Delete.

  2. Click Save at the top right to save the form.

A field's choice was deleted

If your rule refers to a specific option in a choice field (single choice, multi choice, or dropdown) and you delete that option, the rule will not apply in the form.

To resolve this, do any of the following:

• Re-add the missing option:

  1. Select the field in the form.

  2. Click + Add Option on the right.

  3. Type in the name of the option.

     Note: The name must be typed the same way for it to connect to the rule.

  4. Click Save at the top right to save the form.

• Edit the rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Edit.

  2. Find the empty field and select a different field from the drop-down.

  3. Click Save Rule.

  4. Click Save at the top right to save the form.

• Delete the rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Delete.

  2. Click Save at the top right to save the form.

A rule conflicts with another rule

If you have conflicting rules, the last rule added is the one that gets applied.

To resolve this, review your rules that have the same condition and use the same field for the result. Then, do any of the following:

• Edit a rule: Change a rule so the rules don't conflict.

  1. Click the More Actions icon

     

     next to the relevant rule and select Edit.

  2. Make the relevant changes to the rule.

  3. Click Save Rule.

  4. Click Save at the top right to save the form.

• Delete a rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Delete.

  2. Click Save at the top right to save the form.

• Add a rule: Click + Add Rule and follow the steps.

For example, if you have 2 rules that begin with "If a choice field is equal to Option 1," with one rule stating "Then a short answer is optional" and the other stating "Then a short answer is required.", you need to delete one of the contradicting rules.

Old Forms

1. Click the relevant form in the editor.

2. Click Form Settings.

3. Click the Conditions tab.

4. If a rule on your list is greyed out, it means that it's currently disabled. Hover over the rule to see why, then search for the solution below:

A field was deleted

If you've deleted a field that appears in one of your rules, that rule becomes automatically disabled.

To resolve this, do any of the following:

• Re-add the missing field:

  1. Click the form.

  2. Click Add New Field.

  3. Select the field you previously deleted.

  4. Click the Conditions tab.

  5. Click the More Actions icon

     

     next to the relevant rule and select Edit.

  6. Select the new field in the drop-down.

• Delete the rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Delete.

  2. Click Delete in the window.

• Edit the rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Edit.

  2. Find the deleted field and select a different field from the drop-down.

  3. Click Save Rule.

A field's choice was deleted

If your rule refers to one of the options in a multiple choice field and you delete that option, that rule becomes automatically disabled.

To resolve this, do any of the following:

• Re-add the missing option:

  1. Click the field.

  2. Click Manage Choices.

  3. Click +Add a Choice.

  4. Click the More Actions icon

     

     and select Edit label.

  5. Rename the label as the name of the deleted option.

     Note: The name must be typed the same way for it to connect to the rule.

  6. Click Done.

• Edit the rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Edit.

  2. Find the empty field and select a different field from the drop-down.

  3. Click Save Rule.

• Delete the rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Delete.

  2. Click Delete in the window.

It conflicts with a different rule

If you've created a new rule that contradicts an existing rule, your new rule is automatically disabled.

To resolve this, do any of the following:

• Reorder the rules: The first rule in the list is the one that applies. Drag and drop your new rule above the existing one to give priority to the new rule.

• Edit a rule: Change a rule so the rules don't conflict.

  1. Click the More Actions icon

     

     next to the relevant rule and select Edit.

  2. Make changes to the rule.

  3. Click Save Rule.

• Delete a rule:

  1. Click the More Actions icon

     

     next to the relevant rule and select Delete.

  2. Click Delete in the window.

Test your form rules in the Preview tab at the top.

FAQs

Select a question to learn more about rules on your site.

How many rules can I add to my form?

You can add up to 3 rules when using Wix Forms for free. To get more, upgrade your site.

Can I make a field mandatory?

Yes, when you select the rules for a field, you can choose to make the result required.

For example, if the field "Do you have relevant work experience?" is filled out, you can choose to make the field "How many years of experience do you have?" required.

Can I include payment fields in rules?

Yes. In new Wix Forms, you can include payment fields in your rules, such as, Product, Custom price, and Donation fields. This lets you tailor your payment form based on a visitor’s selections. For example, you can show a Custom price field only when a visitor selects a donation-related option in your form.

How can I see what my rule looks like on my site?

You can see your new rule in action by previewing your form (for New Forms) or previewing your site in the editor (for Old Forms).

This article is credited to the Wix team - https://support.wix.com/ and we thank them for that!