TrackVia’s Low-code Platform Gets Even Smarter: Introducing Form Rules

new_improved_trackvia_forms

It’s better to work smarter, not harder. Right? We certainly think so and have thus worked to create a leading low-code platform that helps enterprise organizations accomplish just that. Call us “perfectionists,” but for the folks at TrackVia, good is never good enough. We truly believe in continuous innovation and improvement; so, really, we will never stop in our quest to help our clients to work smarter, faster, and better.

In fact in 2017, we are working towards embedding an even greater amount of intelligence and logic into TrackVia. A great example of one of these recent efforts is an enhancement to our forms, aimed at augmenting their robust functionality while still ensuring that they are more intuitive and user-friendly than ever before.

Introducing Form Rules!

Our Form Rules functionality layers additional intelligence into our forms, which makes them capable of dynamically responding to pre-set logic. This means that TrackVia admins will have even more control over their users’ experience with forms. In fact, admins will now be able to define more complex rules that use form-based user interactions and data entries to dictate how the system will dynamically respond to and therefore intelligently guide users through a pre-defined process or series of further interactions.

Dependent Dropdowns are a step towards building out a suite of robust Form Rules, and they serve as a great example of the power that conditional form functionality can provide to the end users’ processes. For example, sometimes it’s a simple as needing to see only the pre-defined choices that are dependent on another piece of information added, such as Country, State/Province, and City. In this scenario depending on what Country you select, the field values for States/Provinces and City would change automatically to present you with only the appropriate options. The graphic below shows the difference in cities when selecting Colorado vs. California.

Think this functionality sounds pretty cool and want to get started? To setup Dependent Dropdowns, select the editor of the relationship that needs to be filtered and navigate to the new “Rules” tab to the right of “Show/Hide.”  Under the “Create a New Rule” dropdown, admins will be able to select from a new list of powerful tools. In the case of Dependent Dropdowns, next you’ll simply select “Apply Filter”, choose the appropriate variable to filter by, and determine what you’d like to filter. That’s all there is to it!

To learn more about Dependent Dropdowns, feel free to watch this quick video, visit our Knowledge Base, or reach out to our Customer Success team at support@trackvia.com.

Subscribe to TrackVia’s Blog