Creating rules for Forms (beta)

Plan: Not Available: Intermediate, Pro Available: Elite

Users: Not Available: All users Available: FYI Admins or User Group permissions

Practice Management Source: Available: All sources

Rules control how a form behaves dynamically based on client responses. 

Watch this tutorial to learn how to:

  • Access the Rules Builder from a Form Template
  • Create conditional rules
  • Configure rule actions
  • Test and preview form rules interactively
  • Manage rules within a template

This feature is currently in beta. Learn more about beta registrations.

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