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Conditional Fields, Groups, and Sections
Conditional Fields, Groups, and Sections

Learn how to add conditional features to a digital form

Written by Hannah Hill
Updated over a week ago

Who Can Do This?

  • Dashboard Users

  • Owners

This feature allows you the opportunity to add a field, group, or section to a digital form that will appear only if it meets the conditions set by you on a previous field. This will ensure that your process is completed in the most effective way possible.

For our example below, we'll show how to set up a conditional field, but the same steps will apply for a field group or a section as well.

Conditional fields can be enabled on every field option on a digital form except on a Content Editor field.

Navigate to the digital form where you'd like to incorporate a conditional field. Click Edit Form to open up the configurations for your digital form.

Once you've built out the parts of your form that need to appear at all times, you're ready to now add a conditional field.

Click on the type of field you'd like to appear conditionally so we can add it to our digital form. In this example, we'd like a single line input field to appear if the completer answers "Yes" in the dropdown field.

While in the field configurations for this field, scroll down until you see the option titled Enable Conditions. Turn this feature on.

Click the Configure Condition button that now appears.

A configuration pane will now appear on the right side of your screen. Click Add Condition.

A list of fields that already exist on your form will appear. Click on the field that, when answered by the completer, will determine whether or not this conditional field will also appear.

Once you've chosen which field determines the appearance of this conditional field, a list of criteria will now appear so you can set up your condition.

The option "is any of" allows you to choose one or multiple options. If any of these options are chosen, the conditional field will be presented.

The option "is none of" allows you to choose one or multiple options as well. If none of these are chosen, the conditional field will be presented.

The option "is known" will show the field if any option is chosen or typed.

The option "is unknown" will show the field if no option is chosen or typed.

In this example, we will choose "is any of" and select "Yes". This tells us that if the completer chooses "Yes" in the dropdown, this conditional field will appear on the form.

Click Save Filter at the bottom of this configuration pane.

You will now notice that this conditional rule has been added to that field. You can always add multiple conditions to each field. When you have multiple conditions for a field, the Advanced Mode button at the top might come in handy.

When in Advanced Mode, you can set additional parameters around your conditions by using the And/Or option.

The And option will link all of your conditional rules together so that all of those conditions must be met in order for the conditional field to appear.

The Or option will allow the conditional field to appear if either of the conditions are met.

In your viewing options at the top, you can choose Split or Preview to test that your conditional field operates the way you need it to from the completer's perspective.

Be sure to click Save Form after making these changes.

Note that while we used a conditional field for our example here, conditions can also be added to entire field groups and sections as well. The same steps can be followed for each.

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