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Conditional fields in forms make the form-filling process smoother and more efficient by only displaying relevant fields or sections based on previous responses. This eliminates unnecessary questions and streamlines the workflow.
Plan Availability | All plan types |
Permissions | Administrators, Solution Managers |
Related Reading | Intro to Forms |
Benefits of Conditional Fields
Relevance: Show only relevant questions based on user inputs.
Flexibility: Create dynamic forms adaptable to different teams or project stages.
Efficiency: Reduce time spent navigating unnecessary fields.
Using Conditional Fields in Forms
Adding Conditions to Fields
Access Field Settings:
Click on the field in your form.
Locate the "Show field only when conditions are met" option (unchecked by default).
Enable Conditions:
Check the box to enable conditional settings.
Click Add a Condition to define the logic.
Define the Condition:
Field: Select the field you want to base the condition on.
Operator: Choose an operator (e.g., "is," "greater than," "contains").
Value: Enter the value to compare against.
Example: Display the "Designer" field only when the "Project Type" is set to "Design."
Field: Project Type
Operator: is
Value: Design
Note: A field can only be used in a condition if it is displayed prior to the field (above the field in the vertical layout) you are adding the condition to.
Combining Conditions
Combine multiple conditions using:
AND: All conditions must be true.
OR: At least one condition must be true.
Example: Show the "Project Manager" field only if:
The "Project Type" is "Internal."
The "Total Budget" is greater than $1000.
Adding a Conditional Heading (Section)
You also have the ability to create conditional sections that will apply to a grouping of fields.
On the left-hand panel, select "Heading" under Form Elements
A new Heading block will display for you to drag and drop. Give your section a title by clicking on the Heading and typing in the title box. You also have the ability to create a description for the section.
Next, drag and drop the fields you would like to display under the section.
Just as you would for fields, you can then set the condition that will display the fields in the section.
For example, you could only show the "Project Request Section" that including the Project Documents and Project Description field when the Project Type is Internal.
The Project Request Section and the fields within it will only display if the Project Type is selected as “Internal.”
As with field conditions, you can create a conditional group that will display the section and its fields only if both conditions are met.
For example, if the Project Type is Internal and the Project Team contains "Emma."
This section and its fields will only show when this set of conditions is met.
Practical Scenarios and Use Cases
1. Streamlining Recruitment Forms
Scenario: HR needs to gather specific information based on the applicant's job category.
Solution: Use conditional fields to display relevant sections such as technical skills for engineers or teaching certifications for educators.
2. Simplifying Project Submissions
Scenario: A team submits project proposals with varying requirements based on project type.
Solution: Set up conditional sections that display only the relevant fields for "Research Projects" or "Development Projects," streamlining data entry.
3. Customizing Event Registrations
Scenario: Event organizers want to tailor registration forms for different attendee types (e.g., speaker, guest, or vendor).
Solution: Use conditional sections to display specific requirements, such as presentation topics for speakers or booth preferences for vendors.
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