When building web forms it is possible to configure which fields will appear to users according to prior selections made on the form. For example, let's say you are creating a travel request form and have a travel request reason field with 4 options plus one field for "other." When someone selects the value of "other", they must provide more detail about the nature of their request. This can be done by creating a condition on the more details text field to only appear when the "other" option is selected in the travel request reason field. Follow the steps below to configure conditions into your web forms.
You must have builder capabilities in a block to configure web forms and follow these steps. These steps start upon reaching Step 6 of adding a new web form in the web forms help article.
In the page designer, select the field you wish to appear conditionally, and click Manage conditions.
The conditions builder modal appears.
Click Add field display condition +.
Any possible field that can be placed on the form will appear as an option to configure as a condition.
Choose the field(s) that you'd like to use to build your condition(s) that will determine if this field will appear as a user completes the form.
The selected field(s) will appear on the page.
If you need to remove a condition, you have added click the X on the far right just above the field.
1) Confirm the operator type is the desired one to help you specify your criteria
2) then enter your criteria and
3) click save.
The conditions you have entered will appear saved in the web form designer.
🔔 To edit or remove conditions, click Manage conditions, modify the criteria by repeating the same steps outlined above, and click Save.
🔔 If a field that appears conditionally is set to mandatory, it is only mandatory if/when the field conditionally appears on the form.
🔔 When using nested fields, it is possible to set criteria based on upper nesting levels vs the explicit record values. For example, let's say I only need want everyone except those in the Executive function to classify their travel requests. I can choose the upper nesting level as my condition vs. selecting explicit relational values. I do this by click + Add level. For each selection of a level the selected levels will increment by one. When selecting the bottom-level relational values from a list for available options use the Select values button. In both cases, to remove selections click the link for Selected levels/values and click the associated red x for what you'd like removed.
🔔 Make sure to test your forms and ensure they work as you expect. It is possible to create impossible conditions. For example, if you build a condition for a field you do not use in the form or remove it from the form or place it after the field that is using it as a condition, then the field will never display because the condition can not be met.