Introduction
You can easily create data entry form fields that only display when certain conditions are met. You decide when they appear based on simple logic rules. This can help streamline your workflow by reducing unnecessary clicks and shortening session durations — only showing fields when they’re needed.
For example, here’s a standard field asking if you own or rent your residence:
- If you select Own, a field asking for the monthly mortgage amount will appear.
- If you select Rent, a field asking for the monthly rent amount will appear.
- If you select Neither, no conditional field will be presented.
Adding Conditional Fields
You can add conditional fields in the same way you add any other standard data entry field.
In this example, we’ll create three form fields — two of which are conditional upon the first. Conditional fields do not need to be on the same node as the variable they depend on. They can be placed on the same node, or any subsequent node that follows the dependent variable.
To make a field conditional upon the value of another variable:
- Add your field as you normally would.
- Switch the Conditional option to the ON position.
Once enabled, set the conditions. The Display When condition is based on the variable of a previous field (or any other variable available in your workflow). Clicking into the field will show you all of the variables that are currently available in your workflow.
In this example, we’re setting the mortgage_amount field to display only if the variable residence is equal to Own.
Note: Values are case-sensitive and must exactly match the value of your previously configured options.
More Examples
Here’s another example:
You might collect an age variable and set a conditional field called baby_gifts to display only if age < 1 (less than 1).
You could then set up other list box options to display different fields based on other ages.
Operators
These are the simple logic operators that can be used for your Conditional Fields:
| Operator | Meaning |
|---|---|
| = | is equal to |
| ≠ | is not equal to |
| < | is less than |
| > | is greater than |
| ≤ | is less than or equal to |
| ≥ | is greater than or equal to |
Advanced logic operators are coming soon for Conditional Fields.
Using Required Conditional Fields
Conditional fields can be set to required. They will only be required if the field is displayed (i.e., when the condition you’ve specified is met).
Limitation: Repeating Forms
Note that Conditional fields are not available for use on forms that are set to allow more than 1 submission.