Field Rules

Background

One of the primary goals of 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. All field rules are set up at the account level. In other words, field rules created by a customer will only apply to forms generated using their account credentials.

Field rules can be set 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).

Types of Rules

The following field rules (also called "field attributes") can be set up to apply to: 

• Full Field Name (i.e., "1own.FName" for the Owner 1 First Name field only)

• Partial Field Name (i.e., set the partial field name to "Date" to create a rule for all fields that contain the word 'Date')

• Base Field Name (i.e., "FName" for all first name fields) 

• Role Name (i.e., "own" for all fields with the 'owner' role or "1own" for all fields belonging to 'owner 1') 

Field Attribute/Rule List

Attribute / Rule Type	Description

Attribute / Rule Type	Description
AttachFile	Places an attachment icon next to a field, allowing a user to upload an attachment file to that field
AttachTitle	This setting sets the title text of the attachment window for a field (e.g., "Please upload a copy of your ID here."). It must be set to a field that also has the "AttachFile" attribute assigned.
BackColor	Sets the background color of a field (hex color code)
Calc Override	When a field is calculated by combining other fields (e.g., FullName is the combination of FName, MName, LName) then setting the Calc Override property to TRUE will cause the field not to be calculated and whatever value you supply to the field to be used instead (for more on Calculated Fields, see here)
Default Value	Sets a value that will always be displayed in a field upon generating the form (can be edited by the user)
FieldType	Set the field to a pre-determined field type (month, week, time, or email)
Format	Set the format of a field (i.e. phone numbers, dates, zip codes, etc.) using numbers, alpha and alphanumeric placeholders and default characters. Use a for alphabetic letter placeholders. Example: Use the format aa-aaaa if sending over data like “ABLSPD” to make it appear like AB-LSPD on the form. Use # for numeric placeholders (Do not use # for Date fields. See below instructions for Date fields.) Example: Use the format (###) ###-#### if sending over data like "8001234567" to make it appear like (800) 123-4567 on the form. For Date fields: When sending over a date without a timestamp, you can use either of the following formats: MM/dd/yyyy MM-dd-yyyy When sending over a date with a timestamp, you can use either of the following formats: MM/dd/yyyy should be used when including a timestamp after the date field (e.g. 08/19/2017 12:17:55 -0400). yyyy-MM-dd when including a timestamp before the date field (e.g. 2017-08-19 12:17:55 -0400). Note: Certain fields, such as SSN and phone number, are automatically formatted by Quik!. To remove formatting: Create a Field Rule and leave the Attribute Value empty.
Hidden	Adds a field to the form as a Hidden HTML input type. Often used for internal tracking such as assigning a Transaction ID and passing data to the form so it can be submitted without showing the data to any users.
Mask	Causes the characters a user types into a field to be displayed as stars (similar to how passwords are displayed when logging into a website)
ReadOnly	Setting a field as ReadOnly will not allow a user to edit the value in it - it can only be read
RegEx	Set a Regular Expression rule for the field - a sequence of characters used to define a search pattern for that field
Required	Setting a field as Required creates a red outline around the field, highlighting it's importance on a form, and will not allow a user to submit the form until the field has been populated
RequiredByRefField	This is a conditionally required field. Setting a field to RequiredByRefField will only require the user to populate this field when another field name has a value.
RequiredByRefFieldValues	This attribute requires the RequiredByRefField property to be set. If RequiredByRefField is set, this optional setting determines the value in which the field becomes required.
Semi-Required	Sets the field to required on the first submit event only. Similar to Required, but instead of outright blocking a user from submitting a form until the field has been populated, the user will be able to submit the form the second time they click 'submit', even if the Semi-Required field is not filled out. The first 'submit' block essentially acts as a reminder to optionally fill out the Semi-Required fields.
Visibility	Sets the visibility of a field. Unlike the Hidden attribute the field must exist on the form and is not added at run-time.
AltDataButton	Adds an alternate data button next to the field (for more about Alt Data Buttons, see here)
DropDownList	Converts a text field into a drop-down list of values. If set, users must select one of the displayed values when filling out the form. NOTE: Enter the list of values separated by commas. NOTE: All dropdown values will appear in reverse order from how they are entered. NOTE: In order to create a blank value as the last entry, begin the list with a comma (e.g.: ",Income,Balanced,Growth & Income" would result in a list of values that are blank when the form first loads. It would look like this: Open NOTE: In order to create a blank value as the first entry, end the list with a comma, space, comma (e.g.: "Income,Balanced,Growth & Income, ," would result in a list of values that are blank when the form first loads. It would look like this: Open NOTE: In order to apply a 'Required' rule to a DropDownList field, follow above example to begin list with a comma (in order to load the field with blank value).
OptionalEsignField	This DocuSign configuration allows you to set signature fields as optional during the E-Sign process. To configure this in the Quik! Forms Enterprise Manager: Specify a field name Choose Attribute Type: OptionalEsignField Enter Attribute Value: true

Configuring Field Rules with the Quik! Forms Enterprise Manager

You can configure field rules using the user interface within the Quik! Forms Enterprise Manager. This user interface offers a graphics-based way to assign the field rules listed above, with no coding required. Please note that this approach still requires knowledge of how fields are configured on a form, as well as how Quik! defines field names. Quik! offers training on how to configure field rules using the Quik! Forms Manager.

Under 'Manage Field Rules', you will see 4 different ways to add new field rules:

1. By Partial Field Name (NOT tied to a Quik! Field Definition)

2. By Base Field Name (tied to a Quik! Field Definition)

3. By Role Name (can include a role number if desired, or leave blank to assign rule to all fields with that role on the form(s))

4. By Full Field Name (the most specific setting- assigns rule to a complete Quik! Field such as 1own.Fname for Owner 1 First Name only)
   
   
   

After selecting desired approach, implementing a field rule follows the same basic steps, listed below:

1. Enter target field/role - enter the partial field name, choose the base field name, choose the role name (and optionally, role number), or the entire field name to which you will be assigning the rule. Field names and roles can always be found by launching a form, right-clicking on the field you need, and selecting "inspect.” The field name will be displayed in the Elements window in your browser.
   
   

2. Choose attribute type - select what type of field rule you are applying to the field. Each attribute is described in the table above.
   
   

3. Enter attribute value - depending on which attribute type was selected. You will next enter the value you wish to assign. For example, if you want to hide your target field, after selecting 'Hidden' in step 2, select the 'True' value to apply this rule. 
   
   

4. Recipient Type (optional for routing rules): This step is intended for ViaForms users only, allowing the attribute to apply only to a specific route or recipient. If you are not using ViaForms, disregard this step.
   
   

5. Click the 'Add Rule' button.
   
   

6. Repeat steps 1-5 to add multiple rules at once.
   
   

7. When finished adding rules, you may choose to apply these rules to a specific form in your library or globally to all forms. To apply to a specific form, select the form company in the drop-down menu, then select the form you wish to add the field rule with the green '+' button. To apply to all forms in your subscribed libraries, skip this step.
   
   

8. When finished, click the 'Add Rules' button at the bottom of the page to create the rules.
   
   

9. Scroll to the top of the page. Your new rule has now been added to your account in Test mode. This rule can be tested on form groups by selecting which group you want to test, and clicking the 'Test Forms' button. This will open the form with your rules in place, allowing you to see how the rules work on the form.
   
   

10. After testing the rules, if you are satisfied with the results, you may choose to change the Status of your rule(s) from Test to Active when you are ready to implement the rules. Change the status, and click the 'SAVE' button to save the new status of the rules. Alternatively, if you have several rules in Test status that you would like to activate all at once, you may click the 'Activate' button to do so.
    
    

11. You may always change a rule's status back to Test, Inactive, or even delete it by changing the status and saving or clicking the red '-' button, respectively.

Other Notes & Known Issues

There are a few known issues with the Manage Field Rules user interface. They are described below:

• Quik! does not currently support blank records in drop-downs. When displayed on the form, the field will default to the first value listed.
  
  

• 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 may perform less efficiently as more rules are added. Users must log out and back in if and when the page crashes.
  
  

• Creating rules for fields not defined in the Quik is not recommended! 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 that rules be created only 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"; 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: