There are times when you want a field to display in a form or not depending on other information in the form. For example, you can have a text box appear if a user selects “Other” from a previous dropdown list.
To do this, start on the Change Permissions step in the wizard and go down to the last tab on the left side called All Tasks.
Each field or section will have three options:
- Visible - the field will show all the time, unless there are task-specific visibility instructions you created earlier
- Hidden - the field will never show
- Conditional - the field will only show on certain conditions
When you choose Conditional, a new dialogue box will show that says, “This field will be shown only if the following conditions are true”. Click Add New Condition. Start by choosing the field you wish to base the visibility off of.
You can add as many conditions as you want. However, each condition is an AND condition, meaning that all of the conditions must be met for the data to display.
Conditional visibility controls the visibility across all tasks. If you want to always hide a field across the all task, you can do that by clicking on the All Task tab on the left side and setting the field to Hidden.
Condition Parameters by Field Type
The operators you can select will change based on what type of field it is.
First choose the field you want to base the condition on. Then, choose if you want it to be equal to, not equal to, or for it to contain a certain value.
You can then choose if it should be related to a static value, or based on what is in a different field.
For example, if you only want your field to show if the word “Gotham” appears in an earlier field called Company Name, your condition should look like this:
If the field you select is a number field, you have many parameters you can choose from.
For example, I only want a field to display if the Number of Positions field is greater than 10.
If the field you select is a Yes/No field, you can use the values of 1 and 0 (or Yes and No) to denote Yes and No, respectively.
For example, I only want a field to display to display if the “Proofreading?” field is yes.
If the field you select is a dropdown, you can choose to either make the value equal to or not equal to a certain value or field.
For example, if you want a field to display if the value of “Replacement Position” is chosen in the earlier dropdown field called “Hiring for”, then it should look like this:
NOTE: You do not need to use any quotation marks for dropdown field values.
If the field you select to base a condition off of is a checkbox, you will get the options of contains any one of, contains all, or contains only.
Contains any one of will let you set OR conditions, meaning that if any of the options you provide are listed, it will display. When you enter multiple values, use double quotation marks around the value and separate values with a comma.
For example, if you want a field to show up if someone selects either “Blue” or “Green” from a checkbox field, the condition should look like this.
In this example, the field will display if someone clicks Blue, Green, or Green and Blue.
Contains all means that all of the values you provide must be selected.
Here, the field will only display if someone selects Green and Blue.
Contains only means that only a single value should be chosen in order to display the field.
No quotations around the value are needed for this option.