How to apply rules in Nintex forms for Office 365 SharePoint online?

nintex forms validation rules

In this post, we will discuss how we can apply rules in Nintex forms for Office 365. If you are just starting Nintex forms, kindly check Working with Nintex Forms for Office 365.

In this particular example, I have customized a list form using Nintex Forms. To do this, Open the list and from Ribbon click on Nintex Forms like below:

nintex forms
nintex forms

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This will open the Nintex forms designer and your Nintex form will open. Here I have taken a checkbox and based on checkbox checked or unchecked I am showing or hiding a section. So I have drag and drop a checkbox from General controls. Then double-click on the checkbox control to change few properties of the control. Here I have given a Name and Text as “Do you want to give a comment?” this will appear after the checkbox. So the properties will appear like below:

nintex forms for office 365
nintex forms for office 365

Then I drag and drop a Panel control to the form. Now Inside the panel control, I have drag and drop a single line of a textbox. Here the UI should look like below:

nintex forms office 365
nintex forms office 365

And the requirement is If the user checked the checkbox then the panel should appear and if user unchecks the checkbox the panel should get hide.

Here we will write the rule on the panel control. Just select the panel control and from Ribbon click on Add Rule button as shown in the fig below:

nintex forms sharepoint 2013
nintex forms sharepoint 2013

Then the Rule builder will open, give a name for the rule. Select the Rule Type as Formatting. The click on the fx icon to write the condition. This will open the Formula Builder. Here expand the Named Controls and select comment which is our checkbox name. The expand the Operators and choose != and write true. It should looks like below:

nintex forms action rules
nintex forms action rules

And then in the Formatting section choose “Hide” checkbox. So as per the formula if the checked box is not true (not selected), then it will hide the control. Your rules should look like below:

nintex forms validation rules
nintex forms validation rules

Now to try out this Publish the form and then Open the form and then check/uncheck the checkbox you will be able to see the result.

nintex forms add rules
nintex forms add rules

Hope this will be helpful.


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About Bijay Kumar

I am Bijay from Odisha, India. Currently working in my own venture TSInfo Technologies in Bangalore, India. I am Microsoft Office Servers and Services (SharePoint) MVP (5 times). I works in SharePoint 2016/2013/2010, SharePoint Online Office 365 etc. Check out My MVP Profile.. I also run popular SharePoint web site SharePointSky.com

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