Smart Forms: Show the Right Fields at the Right Time

Smart Forms: Show the Right Fields at the Right Time

What if your forms could automatically adapt based on the process stage or the user’s role?

With ROK, you can configure conditional rules on each form field—without writing a single line of code.


:bullseye: What You Can Do

  • Show or hide fields depending on the current task
  • Make a field required or optional based on a role or input value
  • Pre-fill fields using simple conditions or contextual data

:briefcase: Real-World Examples

:small_blue_diamond: In a purchasing process:
The “Justification” field only appears if the amount exceeds €5,000

:small_blue_diamond: In an HR request:
The “HR validation” field is only visible to HR managers

:small_blue_diamond: In a field data entry form:
If the user selects “non-compliant”, a “defect photo” field becomes mandatory


:hammer_and_wrench: How Does It Work?

In the form editor, each field can be configured with visibility, requirement, or default value rules, based on:

  • The user’s position or role in the organization
  • The value of another field
  • The current process step

All of this can be guided by AI if you prefer to work in natural language.


:white_check_mark: Why It’s Powerful

  • You build dynamic forms that are clearer and more efficient
  • You simplify data entry for end users
  • You ensure reliable data by reducing errors and omissions