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Configuring a conditional display in InForm
Who is this article for?Administrators who want to learn to configure a conditional display in InForm.
Administrators permissions are required.
This article explores how to implement conditional logic to show or hide form fields based on user responses, enhancing form efficiency and user experience while facilitating complex approval workflows and data collection processes.
1. Conditional display
Conditionally displaying form fields is a power way to customise the flow of forms, and is very useful when implement approval workflows.
Video: Conditional Display
Existing checkbox, radio buttons, drop-downs, and signature form fields can be used to then display a new form field based on particular parameters. When those parameters are met, the new form field will display. If the parameters aren't met, the field will be hidden from view.
For example, if "Other" is an option, an additional text field can be created so the respondent must provide further detail. The text field will only be displayed if "Other" is selected. As an additional example, the next approver in the workflow is set to only display once the previous approver has signed the form.
2. Using conditional display
To set a field to conditionally display, from the Edit Form page:
- Add checkbox, radio button, drop-down or a signature as a new field to the form.
- In this example, Dropdown has been selected.
- Add reference ID, details and select Required as applicable.
- Adding additional instructions for the respondent will assist them populating the fields.
- Add options as required.
Note: The addition of Other as an option. This will be used for the conditional display.
- Add a new field to the form.
Note: There are multiple fields that allow for conditional display.
- Add reference ID, details and select Required as applicable.
Note: Required must be selected for this functionality to work.
- Adding additional instructions for the respondent will assist them populating the fields.
- Select the drop-down list for conditional display.
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All existing checkbox, radio button, drop-down and signature fields in the form will be available.
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In this example form, Leave Type has been selected.
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- Tick the fields that will force the conditional display to open.
- In this example, Other has been selected. This means this text field will only be displayed to the respondent if they select a leave type of Other.
Note: More than one option can be selected.
- The conditional display has now been applied, denoted by a visual indicator to the administrator.
3. Setting up multiple conditions
Multiple conditional displays can be added to build upon each other if required.
For example, when answering a question regarding leave type, the following workflow could be applied using conditional display.
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Conditional display fields do not appear when viewing a preview of a form. In order to view, the form should first be published, and then accessed from the Form Records tab.
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The conditional display feature is not available for use in or tables.