In this tutorial we’ll show you how to set up form redirects using conditional logic. This enables you to redirect to different web addresses depending on the choice a user makes on your form.
1. Create Form
For the purpose of this tutorial, we’ll create two different redirects for a Contact Us form. When the form us submitted it will redirect to either a Sales or Support page depending on the selection made by the user completing the form.
To create a quick Contact Us form:
- Click on ‘Add New’ from the ‘WS Form’ administration menu.
- Click the ‘Contact Us’ template.
2. Add Radio Field
Once you are in the layout editor, we are going to add a radio field to the form that will be used to select a department. You could also use a select field if you wish. To do that, we simply click or drag and drop the ‘Radio’ field from the toolbox sidebar. We’ll give that field a label of ‘Select Department’, but you can label it anything you wish. Of course, the input criteria could be anything you wish but for the purpose of this tutorial we’ll use a radio field as our conditional logic criteria.
3. Configure Radio Field
Next we need to configure the radio field with the departments we want to allow the user to choose from.
- Click on the settings (gear) icon for the ‘Select Department’ field.
- In the sidebar, click the ‘Radios’ tab.
- Remove the sample rows and then add as many rows as you need for each intended recipient. We’ll add ‘Sales’ and ‘Support’ in this tutorial.
- Click the checkmark on the first row to ensure the first row is checked by default. We need to do this to ensure at least radio is selected. Another option is that you could check the ‘Required’ checkbox in the ‘Basic’ tab to ensure at least radio is checked when the form is submitted.
- Click ‘Save’ at the bottom of the sidebar to save your changes.
If you preview the form, it will now display two radio fields that allow the user to select which recipient they would like their inquiry to go to.
Next we need to set up two redirect actions, one for each department.
4. Set Up Redirect Actions
To access the redirect actions, click the ‘Actions’ icon at the top of the page. This will open the ‘Actions’ sidebar:
Because this is a new form, we’ll need to add two new ‘Redirect’ actions. You would create as many ‘Redirect’ actions as you need. To do this:
- Click the add icon below the action list to add a new action.
- Select ‘Redirect’ from the ‘Action’ pulldown list.
- We’ll rename that action by clicking on it and then enter ‘Redirect to Sales’.
- In the URL setting, enter the URL you want to redirect to. In this example we’ll use /sales/ as the path. This can be any URL you wish, including external websites, e.g. https://wordpress.org
- Repeat the above and call it ‘Redirect to Support’
You should then end up with two actions, one called ‘Redirect to Sales’ and one called ‘Redirect to Support’ (or whatever department names you have chosen).
For each redirect action, configure the URL. For more information about configuring the ‘Redirect’ action, click here.
5. Conditional Logic
The last step is to create the Conditional Logic. WS Form conditional logic enables you to enable and disable actions based upon the output of an ‘IF’ condition.
In this tutorial, we want to enable the ‘Redirect to Sales’ if the ‘Sales’ radio is checked. Likewise if the ‘Support’ radio is checked instead, we will want the ‘Redirect to Support’ action to be enabled.
The pseudo logic for the sales condition would be:
IF 'Select Department' ROW CHECKED IS 'Sales' THEN RUN ACTION ON SUBMIT 'Redirect to Sales' ELSE DO NOT RUN ACTION ON SUBMIT 'Redirect to Sales'
To create this conditional logic:
- Click the ‘Conditional Logic’ icon at the top of the layout editor. The Conditional Logic sidebar will open.
- Click the add icon below the conditional logic list.
- Enter a label for the conditional logic, e.g. ‘Redirect to Sales’
- Create the conditional logic (see below).
- Click ‘Save’ at the bottom of the sidebar.
An example of how to set up the above pseudo logic is shown below:
Create conditions for each of your redirects. And that’s it!