Conditional form fields

Conditional forms fields allow you to show fields in a form based on what values the form submitter has chosen for previous fields. Because the fields with conditions are hidden until the conditions are met, those filling out your form will not be presented with unnecessary fields and can complete the form more quickly. If you have many forms that are similar to each other for different teams or different stages in your process, you could use conditional form fields to create one form that adapts to each selected team or stage.

How it works

Each field in a form can have one or many conditions set to determine when the field is visible. If you are already familiar with filters for views, the conditions for a field work in much the same way. Conditional form fields are hidden by default and allow fields to appear conditionally when the form submitter’s input values in another field (or fields) meet conditions defined by the form designer. This happens without taking the form submitter to a separate page or section.

To add conditions to a form field, click on the field to view the display settings. The “Show field only when conditions are met” option will be toggled off by default.

When you toggle on that option, you will be able to add a condition by choosing the field, operator, and comparison value. For example, for event management you may want to only add venue details if the start date is within the next year. The “Start date” is the field for the condition, the “is within” is the operator, and “the next year” is the comparison. Which operators and comparisons options are available are determined by the field type. For example, number fields will have operators like “is greater than” or “is less than” while text fields will have operators like “contains” or “does not contain”.

A field can only be used as a condition if it comes before the field you are configuring with the condition.

Multiple conditions can be added to each field using AND or OR. You can use multiple ANDs or multiple ORs but cannot combine the two for the same form field.

A form field with a condition can be used as the reference field in a condition for another field. This gives you the option to create a form with a sequence of fields appearing on the same page as the user fills out details.

When a conditional form field is required, it is hidden by default until its condition is met. Once its condition is met, the form will still require it to be filled for submission.

Invalid conditions

When a form field has an invalid condition, a notification will appear above the field. When the field is expanded to view the display options, the invalid field will have a warning symbol next to it. You can hover over the warning symbol to see more details about the invalid condition.

A field may be invalid because of any of the following.

1. One of the field’s conditions depends on a field that appears after itself. This may occur if you change the field order in the form.

2. One of the field’s conditions depends on a field that is hidden on the form.

3. The condition is missing a comparison value.

When a field has invalid conditions, the conditions will be ignored, and the field will be visible on the form.