In this article we will be giving an overview of accessibility settings for your individual form fields using conditions. This is an extraction of information which is provided in each form field article.

What are Accessibility Settings?

Accessibility settings are found in the Advanced Settings of a field. Click on "Show Advanced Settings" to view these additional settings.

There are three accessibility options per form field:

  • Active
  • Required
  • Read Only

By default the settings will be as displayed above.

Let's run through the type of accessibility and their functions:

Active

Active: (Visible or invisible as mandatory rule or based on a condition)

  • Always - Always shows in the form and returns answers in submissions.
  • Only When... - Only shows in the form and returns answers in submissions under certain conditions – decided upon by you when you click the “Set Rule” button that appears.

Active Rule Example:

In this example, we have two questions. The first question is titled "Would you like to receive a copy of this data?" (Yes/No) and the second is called "Email" so the user can enter and email address they'd like the data to be sent tp.  We'd like the "Email" question to only be active when the previous answer is "Yes". 

Select the "Email" question and navigate to the current "Active" rule. Then, change it from "Always" to "Only When" and click "Set Rule".

Since we're building the rule based on the answer to the "Would you like to receive a copy of this data?" question, we'll select it as the question when setting the conditions.  Next, we'll select "Is Yes" as the answer to the question.

Note: Keep in mind, different answers will be available to select when building these conditions based on their question type.

No additional conditions are required, so you can click "Save" and you're all set.  

The "Email Address" will not be active if "Would you like to receive a copy of this data?" is left blank or the answer is "No". 

The "Email" question will only be active when "Would you like to receive a copy of this data?" is "Yes" like below.

Note: To conditionally show data in a custom template, please check out this article.

Required

Required: (Compulsory, open or relevance based on condition)

  • Never - One is never required to answer it in order to submit the form.
  • When It's active - One has to answer this question in order to submit the form, only if it is shown.
  • When It's active and... - One only needs to answer the question under certain conditions – decided upon by you when you click the “Set Rule” button that appears.

Required Rule Example:

In this example, we have three questions. The first question is titled "Would you like us to contact you?" (Yes/No), the second is "Preferred contact method" (Select), and finally the third question is "Phone No." (Phone no.) so the user can provide their phone number.  
We'd like the "Phone No." question to be required only when the answer to the first question is "Yes" and when the second question equals "Phone".

Select the "Phone No." question and navigate to the current "Active" rule. Then, change it from "Never" to "Only When" and click "Set Rule".

After, set the first condition similar to our previous "Active" rule example. "Would you like us to contact you?" will need to be equal to "Is Yes", see below.

In order to add a condition, click "Add Condition".

Next, select "And" because both of these conditions are mandatory for the question to be required. Users should select "Or" when only one of the conditions is required.  The second condition should read "Preferred contact method Equals Phone"

No additional conditions are required so you can click "Save" and we're all set.  

"Phone no." will be required only when the answer to "Would you like us to contact you?" is "Yes" and "Preferred contact method" equals "Phone".

Any required fields will have a red asterisk next to them indicating that these need to be completed to be able to submit the form.

Read-Only

Read-Only: (Readable, open or relevance based on condition)

  • Never - Not a read-only question.
  • Always - Always a read-only question.
  • Only When... - Only a read-only question under certain conditions – decided upon by you when you click the “Set Rule” button that appears.

Read-Only Rule Example:

This comes in handy when you would like to display information that the user shouldn't be able to change. For example, if you'd like to display an emergency phone number, you can add a Phone question and add the phone number as an Initial Answer. 

Set the field to "Read-only" -  "Aways".

 The field will be grayed out in the mobile form and the answer will not be able to be adjusted. 

Fields with some or all of these settings available:

Other Useful Articles:

If you have any questions or comments feel free to send us a message at support@devicemagic.com.

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