--- title: "Form rules for dynamic workflow automation" canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/forms/form-rules-show-hide/" md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/forms/form-rules-show-hide.md" last_updated: "2026-05-21T20:35:01.109Z" description: "Learn how to implement form rules to show or hide fields, add conditions, and perform calculations effectively for better user experience." --- # Mastering form rules for dynamic responses The **Rules** tab will allow you to add rules that define certain behaviors for questions or sections in your form that are based on responses to questions that you have defined in your form. For instance, making certain fields/sections "Show" or "Hide" based on user input. --- **Note**: You will want to add all of your questions to your form prior to adding rules. Also, form rules can also be used to perform calculations in forms. See our article "[Calculations in Forms.](/guides/workflow-automation/admin-guide/forms/calculations-in-forms.md)" ---![save image](https://help7.integrify.com/hc/article_attachments/115011899887/blobid0.png) Start by selecting the **Rules** tab. You will be presented with the following:![save image](https://help7.integrify.com/hc/article_attachments/115011899967/blobid0.png) To add a rule, select **Add Rule** and then **Add Condition**:![save image](https://help7.integrify.com/hc/article_attachments/115011900567/blobid1.png) You can add as many conditions and effects as you would like to your form. The conditions can be a mix of conditionally showing/hiding specific questions or sections in your form. We will use a couple of examples of showing/hiding questions and sections in a form. This example is a rule that uses a condition where a user selecting 'Yes' to a question called 'Hardware?' will be shown two other fields called 'Type' and 'Other Hardware':![save image](https://help7.integrify.com/hc/article_attachments/115011901847/blobid2.png) **Steps to adding a Rule:** 1. Give the Rule a **Name** (required):![save image](https://help7.integrify.com/hc/article_attachments/115011902147/blobid3.png) 2. Select **Add Condition**. This will present a drop-down list of all of the questions in your form. Select the question that you want to base your condition on:![save image](https://help7.integrify.com/hc/article_attachments/115012055048/blobid5.png) 3. Depending on the question (multi-choice, short text, etc), the choices will appear in the row of the question. Select the Operator and then the result:![save image](https://help7.integrify.com/hc/article_attachments/115011902747/blobid6.png) You can optionally add multiple conditions for the **Effect** that you want. In this example, we are adding 2 conditions - if the answer is 'Yes' to the 'Hardware?' question AND the user enters 'Smith' in the 'Last Name' question:![save image](https://help7.integrify.com/hc/article_attachments/115011904147/blobid7.png) When adding **Conditions**, you select: - The question to base the condition on - The Operator (_equals, less than, less than or equal to, greater than, greater than or equal to, contains, does not contain_) - The answer/result for the question **Note:** You can optionally add Groups of conditions to your form. Select **Add Group** and then you can choose the AND/OR operator for the group of conditions:![save image](https://help7.integrify.com/hc/article_attachments/115011906547/blobid16.png) 4. You will then need to add the **Effect** that you want for the conditions that you defined. In this example, we are going to show the '_Other Hardware_ ' question AND the '_Other System Access Needed_ ' section if the user selects 'Yes' to the '_Hardware?_ ' question and the user enters 'Smith' into the '_Last Name_ ' field:![save image](https://help7.integrify.com/hc/article_attachments/115011904487/blobid10.png) When adding **Effects**, you select: - Either **Question** or **Section** in the form that you want an effect on. - The specific question or section that you want - The Effect of either **Show, Hide, Disable, Enable, Required, Unrequired, Set Answer**. For more info on using Set Answer w/ function, see our article _"_[Calculations in Forms.](/guides/workflow-automation/admin-guide/forms/calculations-in-forms.md)_"_ 5. **Create Inverse Rule**. Optionally select 'Create Inverse Rule' to create an inverse of the rule that you created. --- **Note**: You will need to account for the inverse of the rule that you created for the rule to take effect. By selecting 'Create Inverse Rule', the rule definition will be created for you. ---![save image](https://help7.integrify.com/hc/article_attachments/115011905447/blobid11.png) What this does is create the inverse of the rule so you can account for the inverse of the conditions and effects that you created for the user's selections in the form:![save image](https://help7.integrify.com/hc/article_attachments/115011905467/blobid12.png) Once you have completed your **Rule** definitions, you will be able to edit or delete them from the **Rules** tab:![save image](https://help7.integrify.com/hc/article_attachments/115011905527/blobid13.png) You can preview and test your rules in the **Preview** tab. Here are the questions available for our example should the user enter 'Smith' in the 'Last Name' field AND select 'No' in the 'Hardware?' field:![save image](https://help7.integrify.com/hc/article_attachments/115011906087/blobid14.png) And if the user selects 'Yes' in the 'Hardware?' field, the **Show** conditions are met and both the 'Other Hardware' question and the 'Other System Access Needed' section are displayed:![save image](https://help7.integrify.com/hc/article_attachments/115011906247/blobid15.png) Form rules can also be used to perform calculations in forms. See our article "[Calculations in Forms.](/guides/workflow-automation/admin-guide/forms/calculations-in-forms.md)" --- ## Related pages - [Add attachments to your forms](/guides/workflow-automation/admin-guide/forms/adding-attachments-to-forms.md) - [Dynamic calculations for streamlined form entries](/guides/workflow-automation/admin-guide/forms/calculations-in-forms.md) - [Calendar fields in forms](/guides/workflow-automation/admin-guide/forms/calendar-field.md) - [Configure contact search groups](/guides/workflow-automation/admin-guide/forms/contact-search-question.md) - [Create a new form](/guides/workflow-automation/admin-guide/forms/create-a-new-form.md) - [Design custom HTML forms with full control](/guides/workflow-automation/admin-guide/forms/developer-form.md) - [Create form questions](/guides/workflow-automation/admin-guide/forms/create-form-questions.md) - [Form library overview](/guides/workflow-automation/admin-guide/forms/form-library-overview.md) - [Master form question editing with ease](/guides/workflow-automation/admin-guide/forms/edit-form-questions.md) - [Customize forms with CSS](/guides/workflow-automation/admin-guide/forms/css-styles-in-forms.md) - [CSS styling](/guides/workflow-automation/admin-guide/forms/copy-and-paste.md) - [Edit and preview your forms effectively](/guides/workflow-automation/admin-guide/forms/form-preview-and-editor.md) - [Form template management](/guides/workflow-automation/admin-guide/forms/form-templates.md) - [Import and export forms](/guides/workflow-automation/admin-guide/forms/importing-and-exporting-forms.md) - [Import and export grid data](/guides/workflow-automation/admin-guide/forms/importing-data-into-grids.md) - [Forms](/guides/workflow-automation/admin-guide/forms.md) - [Integrate with external REST APIs](/guides/workflow-automation/admin-guide/forms/restful-data-elements.md) - [Enhance form management with request records](/guides/workflow-automation/admin-guide/forms/set-up-a-request-record.md) - [Use AI data extraction to populate forms](/guides/workflow-automation/admin-guide/forms/using-ai-data-extraction-question.md) - [Generate forms using AI](/guides/workflow-automation/admin-guide/forms/using-ai-form-generator.md) - [Using grid questions in forms](/guides/workflow-automation/admin-guide/forms/using-the-grid-question.md)