Set up conditional rules for web forms
This functionality is available for Creatio 8.3.3 and later.
A conditional rule lets you control which fields appear and what values are set automatically as a visitor fills out a landing page form — based on what they enter. Each rule is made up of the following parts:
- If — defines the conditions that trigger the rule
- Then — defines what happens when the conditions are met
Rules support the following actions:
- Show fields (hidden by default, appear when the condition is true)
- Hide fields (visible by default, disappear when the condition is true)
- Set field value (automatically assigns a static value to a field)
Actions can be combined within a single rule freely. Conditional rules cannot be configured for fields marked as hidden in the form field settings. Those fields are reserved for contextual data such as UTM parameters.
For optimal performance, configure up to 10 rules per form.
When designing Show fields or Hide fields rules, define the Then block first, then the If block. When designing Set field value rules, define the If block first, then the Then block.
Set up field visibility based on customer need
A marketing team wants to show detailed qualification fields — Account name, No. of employees, and Job title — only when the visitor selects a commercially relevant need, for example, "Need for our services" or "Need for our products." When the visitor selects a lower-priority service category, for example, "Additional service", "Hardware", or "Software," those fields are hidden and a Notes field appears instead. When nothing is selected, none of these fields appear.
-
Log in to Creatio and open the Landing pages section.
-
Open the landing page you want to configure → Design → select the form element.
-
Open Form settings → Rules → Add rule.
-
Go to the Then block, select Show fields, and add Account name, No. of employees, and Job title as the target fields.
These three fields are now hidden by default on the published form.
-
Go to the If block, set the operator to OR and add the following conditions:
- Customer need → equals → "Need for our services"
- Customer need → equals → "Need for our products"
-
Save the rule.
-
Click Add rule.
-
Go to the Then block, select Show fields, and add Notes.
-
Go to the If block, set the operator to OR and add the following conditions:
- Customer need → equals → "Additional service"
- Customer need → equals → "Hardware"
- Customer need → equals → "Software"
-
Save the rule.
-
Publish or update the landing page.
As a result, the form will show only the fields relevant to the visitor's selection. Commercially relevant needs reveal the full qualification block. Lower-priority selections show only the Notes field. An empty selection shows none of the conditional fields. You can verify the behavior by opening the published landing page URL and selecting different values in the Customer need field.
Set up progressive profiling based on company size
A marketing team wants to reveal progressively more company fields as a visitor selects a larger company size. Visitors from very small companies (up to 20 employees) see no additional fields. Mid-market companies (21–200) see Account name and Job title. Larger companies (201–1000) also see LinkedIn profile. Enterprise visitors (more than 1000) additionally see Website and Notes.
This example requires multiple separate rules. Set up each rule in full before moving to the next.
-
Log in to Creatio and open the Landing pages section.
-
Open the landing page you want to configure → Design → select the form element.
-
Open Form settings → Rules → Add rule.
-
Go to the Then block, select Show fields, and add Account name and Job title.
-
Go to the If block, set the operator to OR and add:
- No. of employees → equals → "21–50"
- No. of employees → equals → "51–100"
-
Save the rule.
-
Click Add rule.
-
Go to the Then block, select Show fields, and add Account name and Job title.
-
Go to the If block, set the operator to OR and add:
- No. of employees → equals → "101–200"
- No. of employees → equals → "201–500"
-
Save the rule.
-
Click Add rule.
-
Go to the Then block, select Show fields, and add Account name, Job title, and LinkedIn profile.
-
Go to the If block and add:
- No. of employees → equals → "501–1000"
-
Save the rule.
-
Click Add rule.
-
Go to the Then block, select Show fields, and add Account name, Job title, LinkedIn profile, Website, and Notes.
-
Go to the If block and add:
- No. of employees → equals → "More than 1000"
-
Save the rule.
-
Publish or update the landing page.
As a result, the form will adapt automatically to the visitor's company size. Small companies and individual entrepreneurs complete a shorter form with less friction. Mid-market and enterprise visitors are prompted for richer data that helps sales prioritize and qualify leads. Verify by opening the published URL and selecting different values in the No. of employees field.
Set up automatic context tagging combined with field visibility
A marketing team wants to both show relevant fields and automatically tag each submission using a contextual note based on the visitor's stated customer need. For example, selecting "Need for our services" must reveal Account name and Job title, show the Notes field, and set its value to "Service request from company". Each customer need maps to a different tag value and a different set of visible fields.
-
Log in to Creatio and open the Landing pages section.
-
Open the landing page you want to configure → Design → select the form element.
-
Open Form settings → Rules → Add rule.
-
Go to the If block and add:
- Customer need → equals → "Need for our services"
-
Go to the Then block and add the following actions:
- Show fields → Account name, Job title, Notes
- Set field value → Notes field → "Service request from company"
-
Save the rule.
-
Click Add rule.
-
Go to the If block and add:
- Customer need → equals → "Need for our products"
-
Go to the Then block and add:
- Show fields → Account name, Notes
- Set field value → Notes field → "Product request from business"
-
Save the rule.
-
Repeat for the remaining customer need values. Use the following settings:
Hardware | Notes | Product or technical inquiry |
Software | Notes | Product or technical inquiry |
Additional service | Notes | Existing customer or add-on request |
- Save all rules.
- Publish or update the landing page.
As a result, each submission will be automatically tagged using a contextual note that reflects what the visitor was looking for, with no manual data entry required. The form also shows only the fields relevant to each intent type. You can verify the setup by opening the published URL, selecting different values in the Customer need field, and confirming that the correct fields appear and the Notes field is pre-filled using the expected value.