Conditional logic, or triggers in Regpack, allows you to set forms to add to a registrant when something specific happens such as when their account is created or when they select a certain answer to a question.
Triggering a Form
- Head to Settings -> Forms.
- Hover over the form you'd like to add a trigger to and click "Trigger."
- Find the condition(s) you'd like to trigger the form to appear off of.
- If you have multiple conditions, determine whether ALL conditions should be met or ANY can be met.
- Click "That's it, I'm finished!"
- All forms require a trigger if you'd like them to automatically appear in a user's list of forms.
- If you do not have a specific condition that should be met, apply Registration -> User Account Created. If you have a family or group project, apply this condition to parent/head level forms, and apply Registration -> Child Created to sub-unit/child level forms.
- If the lightning bolt to the left of the form is purple, there is already a trigger on this form. If it is transparent, a trigger has not yet been added.
- Once the trigger is set, the lightning bolt located on the left of the form name will turn purple. Clicking this will allow you to easily inspect the triggers associated with that field. Click the "Edit" button to make changes to the trigger that is currently set.
- TIP: If you are trying to trigger the field based on the question above it, we'd recommend you start typing the question into the search bar - it will automatically pop up as you keep typing!
Conditions and Settings:
- Registration: This section has options based on the overall registration (i.e. "user account created" or "child created"). Choose these for default triggers if you do not need a specific trigger.
- Status: Triggers in this section are comprised of the statuses that are created in the User Management section (i.e. "excluded status" or some other custom status).
- Payments: This section allows you to trigger based on the status of each payment made (i.e. "payment compete" or "needs to close balance").
- Forms: Form triggers can be set on the status of forms in a user's registration (i.e. "form complete" or "form incomplete").
- Products/Services: These are triggers that can be set on selection and payment of products (i.e."product added to cart" or "product paid for").
- Fields: Field triggers are set according to the answers selected by your registrants (i.e. if they say yes to a yes/no question or select a certain answer in a multiple choice field).
- Trigger settings:
- All options are required: The trigger will not activate unless ALL conditions are met.
- Any option is sufficient: The trigger will activate on ANY conditions that are listed.