Configuring Field Rules

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:

At run-time by the Quik! Forms Engine software (requires software development)
Using the Field Rules manager in the Quik! Forms Enterprise Manager website (https://qcc.quikforms.com/QFE/ManageFieldRules.aspx) (can be performed by a business analyst)

For descriptions on each type of Field Rule and how to configure them, please see the Field Rules page of this documentation.