Field Rules can be used to ensure that your forms are filled out properly each and every time.

In addition, they can help call out certain fields that may need special attention. They can be defined at a very granular level (for a specific form) or at a global level (everywhere the field appears) and multiple levels in between.
To define a field rule, on the Forms Setting > Form Rules tab and click New Field Rule:

  1. Choose a Field.
  • If we want to create a rule for 1own.FName, select 1 in the Instance field, Owner (own) in the Role field, and First Name (FName) in the Field Name field.
  • Notice the Instance and Role fields are marked optional. Leaving them blank makes the field rule more generic. In this example, if we had left the Instance field blank our field rule would apply to every instance of the Owner role (1own.FName, 2own.FName, 3own.FName). Similarly, if we had left both Instance and Role blank, then our rule would apply to every instance of the FName field across all roles.

       2. Define the Rule.

Enabled- Is set to true by default. Allows a rule to be temporarily disabled.

Applies To - The Quik Integration app can be set up with an external-facing (Force.com) site for customers to access in order to fill in additional data before being submitted to DocuSign. The Applies To field specifies whether the rule applies to the Internal facing site, the External facing (Client View) site, or both.

Required- indicates that the field must have data before proceeding.

Semi-Required - If no data is present in the field, a warning appears on the first attempt to proceed. It proceeds on the second attempt even if the field is left blank.

Default Value - Set a default value for the field. Can be changed on the form unless read-only is specified.

Read-only - Makes the field uneditable. You would use this if the default value should not change.

Field Background Color - Select a field highlight.

Required By Field - Specify a field for the conditional requirement. The field selected in step 1 above is required if data exists in this field on the form.

Required By Field Values - Optionally narrow which values of the Required By Field forces the field in step 1 to be required.

      3. OPTIONAL: Specify Forms.

             a. Check the Specify Forms box to see a list of forms. Choose which forms this field applies to. If none are selected the field rule applies to all forms.

             b. Click Save to save the field rule.