Introduction

wolkvox CRM allows you to create more interactive and dynamic web forms by enabling the configuration of specific conditions according to your needs. The implementation of field rules facilitates this process, improving the interactivity and functionality of the forms.

This article is useful for:

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

Configuration

Web Form Creation

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 start 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 the form is created, select the form you wish 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 execute.            
   • In "Related Fields", select the fields you want to show.             
   • In "Value", select the value that the main field must have for the related fields to be shown.            
2. Make Mandatory:         
   • Select "Make Mandatory" as the action to execute.             
   • In "Related Fields", select the fields you want to make mandatory.             
   • In "Value", select the value that the main field must have for the related fields to become mandatory.            
3. Change Value:         
   • Select "Change Value" as the action to execute.             
   • In "Related Fields", select the fields whose value you want to change.             
   • In "Value", select the value that the main field must have for the value of the related fields 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 the changes to the web form.