Conditional Routing

Conditional routing lets you send form submissions to different CareHQ locations based on a value the user selects in your form.

How It Works

If your form has a dropdown, radio buttons, or similar field where users choose a location, you can map each option to a specific CareHQ care home. Submissions are then routed automatically.

Setting Up Routing

  1. Open the Mappings tab and select a form.
  2. Go to the Routing sub-tab.
  3. Choose the form field that contains the location selection (e.g. a "Preferred Home" dropdown).
  4. Add routing rules — map each field value to a CareHQ location.
  5. Save your routing rules.

Example

  • "Sunnydale Care Home" → Sunnydale location in CareHQ
  • "Meadow View Residence" → Meadow View location in CareHQ

Supported Field Types

Form Plugin Supported Field Types
Gravity Forms Dropdown, Radio, Checkbox, Multi-select
Contact Form 7 Select, Radio, Checkbox
WPForms Select, Radio, Checkbox
Forminator Select, Radio, Checkbox, Dropdown
Fluent Forms Select, Radio, Checkbox

Load & Add All Field Options

Use the Load & Add All Field Options button to automatically create routing rules for every option in the selected form field. This saves time when your dropdown has many entries.

Tips

  • Always set a default location in the Settings sub-tab as a fallback when no routing rules match.
  • Matching is case-insensitive.
  • Test with different selections to verify routing before going live.
  • Check the Logs tab to confirm submissions reach the correct location.