Why Use Conditional Display?
Conditional display allows you to tailor your forms to show specific fields or content only when certain conditions are met. This is useful for:
- Asking secondary questions, like company details for freelancers.
- Displaying legal paragraphs only relevant to certain countries.
- Including specific certification requirements for certain job positions.
This feature helps you avoid creating multiple versions of similar forms.
Elements Supporting Conditions
You can apply conditions to:
- Paragraphs
- Form fields (e.g., text, number, email)
- Fieldsets
Tip: If you need the same condition for multiple elements, group them in a fieldset and apply the condition to the fieldset. This ensures all grouped elements are shown or hidden simultaneously.
Types of Supported Conditions
- Contact Details: Conditions based on contact information such as tags or custom fields.
- Example: Display a specific paragraph if the contact tag contains "Medical."
- Form Responses: Conditions based on responses within the current form.
- Example: Display an additional question "Company Name" if the field "Freelancer" is "Yes."
- Combination of Both: Conditions that combine contact details and form responses.
- Example: Display the "Freelancer" question only if the contact tag is "Medical."
Default Visibility Options
You can decide whether a field is:
- Shown by default and hidden when conditions are met.
- Hidden by default and shown when conditions are met.
Conditions & Mandatory Fields
For mandatory fields with conditions:
- The mandatory property applies only when the field is visible.
- Example: If "Company Name" is mandatory based on the preliminary question "Are you a freelancer?", it only needs to be filled when the "Freelancer" field is visible.
Handling Multiple Conditions
For complex scenarios, you can set up multiple conditions that all need to be met for the condition to apply.
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Conditional Display in Final Documents (PDF)
When collecting a form, the final result is converted into a PDF. You can control visibility of elements in this PDF using the "This Field in PDF" configuration to show or hide elements based on conditions.
How to test your conditions
The easiest way to test your “Field-based” conditions is to use the Preview option. From there, you can fill your questions and see how your form rules behave
Conclusion
Mastering conditional display allows you to handle a wide range of business cases, making your document and survey collection more efficient and tailored to your needs.