When a user clicks buttons, text, or containers on your form, you can trigger a wide variety and sequence of form actions to occur.
When a user clicks buttons, text, or containers on your form, you can trigger a wide variety and sequence of actions to occur.
Available Actions
Validate & Save Fields on Step
This action runs before any other action you specify. It will validate all of the field entries on the current step and short-circuit any subsequent actions if it catches a validation error (missing field value, failed custom validation rule, etc.)
If validation completes successfully, it will save the field data to RevTrak Forms.
Form Navigation
- Go to next step
- Allows you to navigate to a different step of your form according to your navigation rules
- Optional allow validating and submitting the fields on your current step
- If validation fails, navigation will not occur.
- Go to previous step
- Navigates back to the last step that the user was on.
Save a Field Value
You can configure an element to save a custom value into a form or hidden field when it is clicked. This allows you to:
- Track which elements were clicked for calculating navigation, validation, purchases, and more.
- Build custom fields by combining buttons and containers that store custom values into the same hidden field.
If the button with the Save Value to Field action is repeating and the corresponding value you're saving is a repeating field or a hidden field storing an array of values, the corresponding index of the field value will be saved based on the repeat order of the button.
Open a Link
Clicking an element can trigger a custom URL to open, either in the same window or in a new tab.
Adding or Removing a Repeating Container
If you've set a container on your form as repeating, clicking an element with the Add Repeating Container action will cause a new copy of the container to appear right below the current one. You can keep triggering the action to continue adding more repetitions after each other.
Clicking an element with the Delete Repeating Container action will have the opposite effect. If the element is in the repeating container itself, the action will remove the repeating container that contains the element. Otherwise, specify the container that it applies to and it will remove the last repetition when clicked.
Start New Submission
If you have Remember User turned on in your form settings, you can still allow users to manually initiate new submissions by specifying Start New Submission as a click action. When your user clicks the element, it will trigger a new form session to begin that corresponds to a new submission and new tracked user.
Under the hood, this refreshes the cookie being used to track and identify the form user.
Custom Action
Specifying a custom action to run won't do anything automatically. However, if you have a logic rule specified that runs when an element is clicked, or if you've embedded your form and specified a custom action as a callback function, your logic will be run when the user clicks the element.
Note: Complex business logic is only available to customers on the Power or Premium subscription tiers of RevTrak Forms. Learn more about changing subscription tiers here.