Conditional visibility is a powerful feature that shows or hides questions based on how the client answers previous questions. This keeps forms clean and relevant by only showing questions that apply to the client’s situation.
Conditional fields overview showing how questions appear based on answers

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When to use conditional fields

Use conditional fields to:
  • Show follow-up questions only when relevant
  • Request additional details based on specific answers
Example scenarios:
  • 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:For example, create a radio button field asking: “Have you previously been refused a visa?”With options:
  • Yes
  • No
Radio button field that will be used as conditional parent
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”
The field that will be shown conditionally
3

Configure conditional visibility

Click the settings icon (gear icon) on the field you want to make conditional.
Settings icon on the conditional field
This opens the Configure Conditional Visibility panel.
Configure Conditional Visibility settings panel
In the Select Field dropdown, choose the field that controls when this question appears.
Only fields with options (radio buttons, checkboxes, select fields) in the same section will be shown in this list. If you move a field to a different section, its conditional rule is removed.
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.
Field showing conditional question indicator

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Showing a group of questions conditionally

Conditions can also be added to a question group, so a whole set of related questions appears only when it’s needed. Click the settings icon on the question group and set the condition the same way as for a single field. For example, to collect partner information only when a client is including a partner:
  1. Create a Partner section
  2. Add a radio button question such as “Are you including a partner in this application?” with “Yes” and “No” options
  3. Below it, add a question group for each topic, such as Partner details, Partner character and Partner health
  4. Set a condition on each question group to show when the answer is “Yes”
Configure Conditional Visibility panel for the Partner character question group, set to show when the partner question is Yes

Setting the condition on the Partner character question group

Each question group shows a conditional label once its condition is saved. All three groups use the same radio button question.
Partner section in the form builder with a radio button question and three conditional question groups below it

Three question groups controlled by one radio button question

When the client answers “Yes”, all the partner question groups appear. When they answer “No”, they stay hidden.
Form preview with Yes selected, showing the Partner details, Partner character and Partner health questions

The client answers Yes and the partner questions appear

Form preview with No selected and no partner questions shown

The client answers No and the partner questions stay hidden

Conditions work within a section, so the trigger question and the question groups it controls must be in the same section. Whole sections can’t be shown or hidden with a condition.
New question groups have “Allow multiple answers for this question group” ticked. Untick it when the client only needs to answer once, such as for a single partner.

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Removing conditional rules

To remove a conditional rule:
  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
Delete Condition button in settings panel

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