Advance Form Conditional Fields

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When to use conditional fields

• Show follow-up questions only when relevant
• Request additional details based on specific answers

• If client answers “Yes” to “Do you have a spouse?”, show spouse details questions
• If client selects “Employed” as employment status, show employment history fields
• If client answers “Yes” to “Have you traveled outside your country?”, show travel history
• If client selects “Other” in a dropdown, show a text field to specify

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Creating conditional fields

1

Add the parent field

First, create the field that will control the visibility of other fields. This must be a field type that has options:

• Radio buttons
• Checkboxes
• Single-select dropdown
• Multi-select dropdown

For example, create a radio button field asking: “Have you previously been refused a visa?”With options:

• Yes
• No

2

Add the conditional field

Add the field that should appear conditionally. This can be any field type.For example, add a paragraph text field: “Please provide details about the visa refusal”

3

Configure conditional visibility

Click the settings icon (gear icon) on the field you want to make conditional.

This opens the Configure Conditional Visibility panel.

In the Select Field dropdown, choose the field that controls when this question appears.

Only fields with options (radio buttons, checkboxes, select fields) that appear earlier in the form will be shown in this list.

Then, in the Select Option dropdown, choose which specific answer should trigger this field to appear.For example, select “Yes” to show the details field only when the client answers “Yes” to the visa refusal question.

4

Save the conditional rule

Click “Add Condition” to save the conditional visibility rule.

The field now displays a label indicating it’s a conditional field. It will only appear to clients when the specified condition is met.

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Removing conditional rules

1. Click the settings icon on the conditional field
2. Click “Delete Condition” in the settings panel
3. The field becomes a regular, always-visible field

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