Symptom / Need

Wolkvox CRM users need to create more interactive and dynamic web forms, allowing them to configure specific conditions based on their needs. Implementing field rules facilitates this process, improving form interactivity and functionality.

Context / Scenarios

This article is useful for:

Users who want to create web forms with custom field rules.
Administrators who need to configure specific conditions on form fields to improve the user experience.
Users looking to optimize interaction on their web forms by implementing dynamic rules.

Answer (Solution / Recommendation)

Creating the web form

1. Access the Wolkvox CRM Interface:
   1. Log in to your Wolkvox CRM account.
   2. Navigate to the "Web Forms" section from the main menu.
2. Create a new form:
   1. Click the "+ Add" button to begin creating a new web form.
   2. Define the fields that will be part of the form according to your needs.

Edit the web form

1. Select the form:
   1. Once you've created your form, select the form you want to edit from the list of available forms.
2. Access the editing option:
   1. Click the edit button (represented by a pencil icon) to access the form settings.

Rule Configuration

1. Show field:
   • Select "Show Field" as the action to perform.
   • Under "Related Fields," select the fields you want to display.
   • Under "Value," select the value the parent field must have for related fields to be displayed.
2. Make mandatory:
   • Select "Make Mandatory" as the action to be performed.
   • Under "Related Fields," select the fields you want to make required.
   • Under "Value," select the value the parent field must have for related fields to become required.
3. Change value:
   • Select "Change Value" as the action to perform.
   • Under "Related Fields," select the fields whose values you want to change.
   • Under "Value," select the value the parent field must have for the related fields' values to be changed.
   • In "Additional Value," enter the new value you want to assign to the related fields.
4. Confirm and save the rule:
   • Once the rule is configured, click "Confirm" to apply the rule.
   • Finally, click "Save" to save your changes to the web form.