Use advanced mandatory rules in Visual Forms

Make fields required only when specific conditions are true.

Advanced mandatory rules let you control when a field becomes required.

Use them when a field should only be mandatory in specific situations.

When advanced mandatory rules help

Use them when you need to:

• require extra details after a specific answer
• require a signature only for certain outcomes
• require a photo or comment after a failed check

How the rules work

Each rule checks another field.

You then decide when the selected field becomes required.

You can combine rules with:

• AND — all conditions must be true
• OR — at least one condition must be true

Set up advanced mandatory rules

1

Open the Visual Form

Open the form in Settings → Forms.

2

Select the field

Click the field that should become required.

3

Change the mandatory setting

Open the field properties.

Set the mandatory option to the advanced mode.

4

Add the rules

Choose the field to evaluate.

Then choose the operator and value.

5

Choose the rule logic

Use AND or OR when you combine multiple rules.

6

Save and test

Save the form.

Then test each expected outcome before rollout.

Good rule design

• keep the logic as simple as possible
• use clear field names
• test both required and not-required outcomes

Frequently asked questions

Can I use more than one rule?

Yes.

You can combine multiple rules with AND or OR.

Do these rules also work in the mobile app?

Yes.

Test the result on the device your team uses.

Can every field type use advanced mandatory rules?

Usually yes.

The available operators can differ per field type.

Related topics

• Use the Visual Forms Configurator
• Configure read-only fields in Visual Forms
• Use Visual Forms in the mobile app