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How to create rules

Rules show additional fields for users to complete based on their responses to prior fields in your submission form

This tutorial explains how to create rules in Ideawake.

1. Access Edit Mode

Click the "Edit" button to begin.
Access Edit Mode

2. Open Settings Edit

Click on "Edit Settings" from the drop down menu
Open Settings Edit

3. Navigate to Rule Creation

Locate the rules section on the pop-up that appears.
Navigate to Rule Creation

4. Initiate Rule Creation

Click on the "Create Rule" button to open the rule creation interface.
Initiate Rule Creation

5. Search Rule Criteria

The rule builder pop-up will appear. Insert the correct information to create additional fields on your form based on response type in the fields highlighted below.
Search Rule Criteria

6. Finalize Rule Creation

Click the 'create rule' button when finished.
Finalize Rule Creation

7. Set Conditional Display

Your new rule will appear on the submission form pop-up. Be sure to click the 'save changes button' when you are finished
Set Conditional Display
You have successfully configured a custom rule in Ideawake to automate idea management based on organizational areas. This setup helps streamline workflows by assigning owners and conditions automatically. For further customization, explore additional rule options or consult Ideawake support resources.