Advanced conditional logics

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npl
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Advanced conditional logics

npl
Hello,

we are looking for a form solution which provides advanced conditional logics similar to Gravity Forms, which is only available for WordPress (https://docs.gravityforms.com/enable-conditional-logic/). 

Does Orbeon Forms offer such functions?

Kind regards, Nick

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Re: Advanced conditional logics

bruno.buzzi
Hi,

It is possible we have been doing these kind of forms for years and we are
running Orbeon 2017 not Orbeon 2019.

Check out:
https://doc.orbeon.com/form-builder/form-editor/section-settings#basic-settings
https://doc.orbeon.com/form-builder/formulas
https://doc.orbeon.com/form-builder/form-editor/validation

regards,
bruno

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Re: Advanced conditional logics

Alessandro  Vernet
Administrator
In reply to this post by npl
Hi Nick,

Did you manage to create the conditional logic you had in mind, maybe based
on Bruno's feedback? If not, just let us know what the issue you were having
is, and we'll do our best to help.

‑Alex

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npl
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Re: Advanced conditional logics

npl
Hi Alex,

we went with Form.io first. After we discovered that they do not feature sophisticated conditional logics, we bought EasyForms. At the moment, our developers are trying it out. We are not sure yet if the product fits our needs. If we should fail with EasyForms. I will come to you.

Cheers, Nick

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Re: Advanced conditional logics

Alessandro  Vernet
Administrator
Got it Nick, and if you do get back to Orbeon Forms, feel free to follow up
on this thread.

‑Alex

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npl
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Re: Advanced conditional logics

npl
Hi Alex,

I would like to follow up my initial request. We tested EasyForms lately but got stuck. EasyForms offers quite nice conditional logics, but does not allow us to create text content based on the input given by users in the forms.

Please allow me to illustrate our service briefly: 

avalex offers legal texts for german websites. At the moment we cover data privacy statements, but aim to extend our service to legal texts for imprint, terms and conditions and so called cancellation notices. The legal texts are delivered and automatically updated over plugins installed on the customer websites, ie. for WordPress, TYPO3 or Joomla. These plugins check our api multiple times daily and pull updates in case available.

After purchase, our customers are guided through a list of questions in their accounts. Based on the given answers, we create individual legal texts specifically for each customer from predefined text blocks and sometimes specific user input like text strings or numbers. Regarding the requirements our form tool has to offer, please find a list of requirements below. We need advanced conditional logics for the questions and answer-options, because based on the user input the legal obligations change individually. An example in the questioniare could be that we ask a customer to choose between multiple checkbox options . Depending on the chosen option(s), specific text block(s) are being implement in the final legal text which we call output. Another example would be that we ask for a text string (like an address) or a number. In this case, the user input would need to be integrated somewhere in the middle of a text block.

Here are our requirements. Would you kindly go through the list and let me know if Orbeon covers these aspects (or needs customization)?

  1.  Advanced conditional logic (preferably integrated within each field’s options).
  2. Ability to listen for/hook into form events both at the building stage and at answering stage; or an equivalent facility to handle the form data and submission data (like returning js promises in the Form.io approach).
  3. Ability to send custom data with each form field to use when generating the legal text blocks. This can be done by including a simple text editor in the field options and entering some predefined html/plaintext content.
  4. Ability to inject and send custom data with the submitted form. This is needed for standalone app solutions similar to EasyForms where we cannot access data before saving it to DB.
  5. Ability to save both forms and submissions data into local DB.
  6. Preferably good support/customization facilities.
Cheers, Nick

Am Dienstag, 3. Dezember 2019 20:23:20 UTC+1 schrieb Alessandro Vernet:
Got it Nick, and if you do get back to Orbeon Forms, feel free to follow up
on this thread.

‑Alex

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Re: Advanced conditional logics

Alessandro  Vernet
Administrator
Hi Nick,

Let's jump in:

1. You can do "conditional logic", as mentioned by Bruno earlier in this
thread, i.e. have fields, or even entire sections, be shown or hidden
depending on some condition that can take into account the answers the users
provided to other fields in the form.

2. You can have data captured by your forms submitted to a service you
provide when users click the "Submit" button. In fact you can highly
customize what the "Submit" button, or any other button, does. Buttons run
"processes", which are like simple programs that runs actions and can have
things like conditionals, error recovery. As part of a process, you can have
the data sent to a service you provide.
https://doc.orbeon.com/form-runner/advanced/buttons-and-processes/

3. You can generate text dynamically based on answers in the form, using a
template syntax. This can be done for text showing in the form, labels of
fields, emails, and more.
https://doc.orbeon.com/form-builder/advanced/template-syntax

4. For the "custom data" you want to "inject and send with the submitted
form", where would that data come from?

5. Orbeon Forms can save your form definition and form data in your MySQL,
PostgreSQL, Oracle, SQL Server, or DB2 database.

6. I think there are some "good support/customization facilities", but feel
free to ask about specifics if you'd like to explore this more.

‑Alex

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Re: Advanced conditional logics

Alessandro  Vernet
Administrator
Hi Nick, just wondering: did you manage to do what you were looking for with
conditional logic and more in Orbeon Forms, or do you still have any
outstanding issues?

‑Alex

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