---
schema_version: "1"
id: c528be7881366c0c8d87826c7cfb1fd07b3cd52c57f20120d646cbd05e0f2726
title: Configure Smart Rules in Forms in Agentforce Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_afsc_request_information_smart_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_request_information_smart_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8cb042a7d0b784964c9e812829444b2f389528ea71f63c0a7874df73e23fb1d8
description: Use smart rules to show, hide, or require sections, fields, and instruction text in a form based on conditions in Agentforce Operations.
products:
  - Cross Cloud
release: "264"
---
# Configure Smart Rules in Forms in Agentforce Operations

Use smart rules to show, hide, or require sections, fields, and instruction text in a form based on conditions in Agentforce Operations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="1" style="text-align:left;vertical-align:top;" id="d10044e39">License Required</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="License Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d10044e39 ">
              <p>This feature is a workspace that’s external to your Salesforce org and requires
                an Agentforce Operations license. </p>
              <p style="margin-bottom:0;">To purchase an Agentforce Operations license, contact your Salesforce account
                executive.</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d10044e73">Role or Access Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10044e73 ">To create a blueprint from scratch, using AI, or by importing a .rex file in
              Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10044e73 ">Admin role or Creator role</td>

          </tr>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10044e73 ">
              <p style="margin-bottom:0;">To create a blueprint by importing a .docx file in Agentforce Operations:</p>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10044e73 ">Admin role</td>

          </tr>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10044e73 ">To publish a blueprint in Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10044e73 ">Admin role or Publisher role with View access for the blueprint</td>

          </tr>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d10044e73 ">To edit a blueprint in Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d10044e73 ">Admin role, Creator role, or a user with Edit access for the blueprint</td>

          </tr>
        </tbody>
      </table>

With smart rules, you can show, hide, or require form items based on conditions. Use smart rules to create dynamic forms that adapt to the information task assignees provide. For example, show additional fields only when the assignee selects certain options. Or require a field only when field values meet specific criteria.

Restriction Smart rules can only be added to form items that appear after at least one field in the form.

You can add smart rules to these form items: sections, fields, and instruction text. Smart rules evaluate conditions based on values from fields earlier in the form.

1. [Create a blueprint](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_create_blueprint.htm&release=264.0.0&type=5 "Use AI to generate a blueprint by describing your process and optionally uploading supporting documents. You can also build a blueprint from scratch or import one from another workspace. Anyone with the Creator role can generate blueprints in Agentforce Operations.") or [edit an existing blueprint](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_blueprints_edit.htm&release=264.0.0&type=5 "Open an existing blueprint for editing to add stages, tasks, automations, or other changes.").
2. In the blueprint, create a task or open an existing task.
3. In the **Request information** section, build your form with sections, fields, and other items.
    
    Learn more about building forms in [Build a Form to Request Information in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_fields_create_forms.htm&release=264.0.0&type=5 "Build a form inline in a task’s Request information section to collect structured information from task assignees in Agentforce Operations.").
4. To add a smart rule to a section, field, or instruction text, click the gear icon for the item.
    
    The configuration section opens.
5. In the **Smart rules** section, click **\+ Add rule**.
6. Select a rule type from the dropdown list.
    - Show: Shows the item when the condition is true.
    - Hide: Hides the item when the condition is true.
    - Require: Requires the item when the condition is true. Prevents submitting the form if the required item is empty. Require is available only on fields.
7. Add your first condition.
    1. Select a prior field in the form to base the condition on.
    2. Select an operator for the condition to evaluate the field value with. For example, **Is equal to**, **Is greater than**, or **Is empty**.
    3. If applicable, enter the value for the field that sets the condition.
8. Optionally, add more conditions and use condition groups to configure complex logic.
    1. To add another condition at the same level, click **\+ Add condition** and select **and** or **or** to define how the conditions relate to each other.
        
        The **and** option requires all conditions to be true. The **or** option requires at least one condition to be true.
    2. To create a nested group of conditions, click **\+ Add condition group** and add the nested conditions.
        
        Condition groups make it possible to build more complex logic. You can't add a condition group inside another condition group.
9. Click **Add**.

When a task assignee completes the form, Agentforce Operations evaluates the smart rules based on the values they enter and shows, hides, or requires items accordingly.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-agentforce_operations-264-0-0-production-enus/dce314e6-0a31-4a8b-98f7-3d2a3fd02ee2/images/icon_note.png)

Note You can also set an item as always required (regardless of conditions) in the **Behavior** section of the configuration panel. Select **Required** to prevent submitting the form if the item is empty.

#### See Also

- [Build a Form to Request Information in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_fields_create_forms.htm&release=264.0.0&type=5 "Build a form inline in a task’s Request information section to collect structured information from task assignees in Agentforce Operations.")
- [Field Types in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_fields_types.htm&release=264.0.0&type=5 "Review the field types available for collecting information in tasks in Agentforce Operations.")
- [Collect Information from Users in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_fields_and_forms.htm&release=264.0.0&type=5 "Use fields and forms to request, collect, and pass information through tasks and workflows in Agentforce Operations.")