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User Manual
Overview

Rules

Form rules tab

Form Rules apply actions to a person upon form submission.

To create a Rule for a Form:

  1. Click Forms

  2. Select from the list of forms, or create a new one

  3. Inside the form, click Rules

  4. Click + Add an action...

  5. Select the actions to apply

The action(s) you selected will be applied to each person who submits the Form. There is not a way to exclude people from a form’s rules.

 

When a rule contains multiple actions, all apply simultaneously.

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