Background
One of the primary goals in automating forms is to make it easier for the user to fill out the form while ensuring they enter complete data. Quik! helps you achieve both of these goals by enabling you to set field rules that guide the user through the form filling process. The simplest and most effective type of rule is to require certain fields to be filled out, while the most complex rules can include custom popups so users can choose an entire block of data to fill in with a single click.
NOTE: Use of field rules requires some familiarity with how Quik! fields are named - please consult the Quik! Field Definition Reference Guide prior to configuring field rules, and do not hesitate to contact Quik! support for training and assistance. Quik! does not create rules directly for customers/partners, but instead offers tools and training to help get you started.
Field rules can be set in two basic ways:
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Field rules can be applied to all forms in your library or to specific Form IDs only. NOTE: Use of field rules requires some familiarity with how Quik! fields are named - please consult the Quik! Field Definition Reference Guide prior to configuring field rules, and do not hesitate to contact Quik! support for training and assistance.
Field Attribute/Rule List
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- Quik! does not currently support blank records in drop-downs. The field will default to the first value listed when displayed on the form.
- Quik! does not currently support rule editing. To change a rule, it must be deleted, then re-created with desired changes, and saved as a new rule.
- The Field Rules page performance may be slowed as more rules are added. Users will have to log out and log back in if and when the page crashes.
- It is not recommended to create rules for fields that are not defined in the Quik! Field Definition (i.e. random field names like txt1.1.10.2). As the name of an undefined field may change when a form is updated, the rule may be lost or incorrectly assigned. It is recommended to only create rules for fields named within the Quik! Field Definition.
- Every checkbox and radio button on a Quik! form has a field name and value. For creating field rules for checkboxes and radio buttons, the field name entered should be the exact field name from the Quik! Field Definition - only include the part of the field name after "QuikRadio<formID#>.". The value of a checkbox is the "Value" attribute of the target checkbox.
For example, say Form ID 38002 has a field for 3 possible Government ID types (Driver's License, Passport, and Other), and each is represented by a checkbox that a user may check. The 3 checkboxes are all part of the same field called "QuikRadio38002.1own.GOV.IDType", and each box has a value (Other = 0, Driver's License = 1, and Passport = 2). If you wanted to make a rule that the Passport box is always checked when launching the form, you would make the rule by selecting "Default Value", assigning it to the field "1own.GOV.IDType", and entering an attribute value of 2. The resulting field would look like this when the form is opened: