Applying Field Rules

Overview

Field rules are sets of logic-based rules that control what fields and options are visible to a student based on data in another field.  Field rules affect a dependent field based on a primary field using a comparison to specified value(s). The primary field must come before the dependent field on a form for the field rule to work properly. For example, if some programs only start in the spring term the programs field would need to come before the start terms field. These rules apply across EMP to all forms. Though it may seem complex, the foundation of field rules is simple if/then logic.

Creating a Field Rule

To create a new field rule:

1. Click Content in the top navigation bar and select Field Rules from the drop-down.
2. Click New Field Rule Set and select the primary field to base the rule on. Then, click the plus sign to add a rule.
   • If the field already has a rule set, click the plus sign next to the rule group to add an additional rule. View the rules in a rule group using the eye icon. 
3. Choose a Comparison Operator, Value(s), Dependent Field, and Action/Options.
4. Click Save at the bottom of the page. 

For a form to function effectively, fields must be in the correct order - starting with the Primary Field, then followed by the Dependent Field. For example, if certain programs are only available in the spring term, the Programs field should appear before the Start Terms field. In this case, Programs is the Primary Field that determines the options shown in the Dependent Start Terms Field. 

Important Note: field rules cannot be undone or reverted once saved. We strongly recommend documenting any changes—particularly to complex rules or rule groups—before saving any updates you make.

Deleting a Field Rule

Click the trash icon inline with the rule group to delete the all rules in that group. Click the trash icon inline with an individual rule to delete an individual rule.

Example Field Rules