Make a form change based on responses in Creator Studio

Make a form update based on how users answer a question using dynamic behavior. For example, if a user says they want a T-shirt for an event they're attending, you can make a T-shirt size field required.

Before you begin

You must name the form before you can add dynamic behavior to it.

To add dynamic behavior to a form, you must be given permission to work on the app.

Procedure

1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
2. Open the application that contains the form you want to add dynamic behavior to.
3. Select to Preview how different forms appear in various experiences, or select the View or Edit button to view or edit the application experience.
   Select different previewing options if you want to make sure that you've selected the correct application and see how it will appear in the following formats:

   • Portal (see a preview of how it'll appear on a desktop website)
   • Now Mobile (see a preview of how it'll appear on a mobile phone or device)
   • Virtual agent (see a representation of how it'll appear on a chatbot interface)
     Note:

     Your organization should have the correct plugins installed to see how the form will appear in Virtual Agent. If you're interested, ask your admin and see Catalog builder preview topic conversation for more information on previewing forms and their catalog items in Virtual Agent.

   The View button displays forms that have been published and doesn't explicitly create a new draft form for development. The Edit button takes you to a development form, for example, a new draft version of a form that's already been published.

   Figure 1. Preview the app's experience

   

   You can also check out a representation of how the form submissions workspace will appear by selecting the Submissions preview, as well as the records your app generates for it (by selecting the Record preview).

4. Check that you're editing the correct form in your app by selecting it from the Request forms tab.
   
5. Select the question that should be affected by how users answer one or more previous questions.
   For example, select the T-shirt size field to make it required if a user answers Yes to the Do you want a T-shirt? question.
6. Select the Behaviors tab of the settings panel.

   Figure 2. Add behavior button on the Behaviors panel

   

7. Define the conditions that will make the form change in the Conditions section.
   1. Select Questions in the Field field to specify that you're choosing questions from the form.
      The name of the form automatically appears in the Item field.
   2. Choose the question whose answer triggers the dynamic behavior in the Question field.
      For example, select the Do you want a T-shirt? question.
   3. Select the condition Operator to determine the status of the selected field that will trigger the dynamic behavior.
      For example, you could select Is as the operator for the Do you want a T-shirt? field.

      For more information, see Condition builder.

   4. Enter or select the value for the user's response to the trigger question.
      For example, the value could be Yes if they want a T-shirt.
   5. Optional: Specify another field and value to create a more complex set of triggering conditions by selecting the or button or the and button.
   6. Optional: Build another set of conditions by selecting the Add condition set button and repeating steps a-e.

   Figure 3. Dynamic behavior example

   

8. Define how the form changes in response to the conditions that you defined in the Action section of the Behaviors panel.
   1. Choose what the form does when the triggering conditions are met in the Select an option field.
      Depending on the conditions you created, the following actions may be available:

      • Make it visible
      • Mark as required
      • Make read-only
      • Display a message
      • Choose a value

      You can add multiple actions, but you can add only one of each type of action for each set of dynamic behavior.

      Figure 4. Dynamic behavior actions

      

   2. Choose what happens for each action that you select.
      For example, if you chose to Display a message, you can make it an Info, Warning, or Error message, and then you must enter the message that appears.
9. Select Save.

Result

The question appears with a dynamic icon () to indicate that it has dynamic behavior.

The dynamic behavior appears in a card on the Behavior tab of the settings panel. You can select the card at any time to view or edit its details, or select the Add behavior button to add another dynamic behavior.