Availability: Business and Enterprise plans
Our conditional fields feature helps your customers navigate through documents and see only specific fields they need to fill out, based on rules you set up.
Setting up conditional fields
Conditional fields are unavailable in content library items.
Start by opening a template, document, or form. Drag and drop a dropdown, a checkbox or radio buttons field, then enter values for the dropdown/radio buttons items in the “Properties” field.
Note:At this time, you can use only the dropdown, checkbox, and radio buttons field to set up a rule.
Next, add all necessary fields for each condition you’d like to set up, select the automation icon on the floating panel of the dropdown, or select +Add a rule in the “Properties” field.
Once you select +Add a rule or Create a conditional rule on the floating panel, you’ll see a new window allowing you to set up a condition.
Under If, select an item you’ve added to your field, then choose Select fields to link the fields that will appear if a recipient selects this item.
Once you’ve added all the fields you need for this condition, select Done.
Note:A maximum of 100 fields per rule can be selected.
Warning:Performance and stability may become compromised if a document contains over 300 fields.
You may now add another condition and select Save rule to complete the setup and return to your template or document.
Your final task before sending the document is to ensure all fields have been assigned to recipients. You may assign only one recipient per field with a conditional rule.
Now your recipients will see the fields you’ve added, depending on the option they’ve selected in the dropdown field.
Preview conditional fields
You can preview how conditional fields will work for your recipients in the document.
Once you've set up the rules in your template, click Use this template on top of the page and scroll to your field.
All fields set up within a conditional rule are hidden in the document by default as they will be for the recipient. You will see any fields the recipients will need to fill out as soon as you select an item from a dropdown/radio buttons field or check the checkbox with a conditional rule you've set up.
How to modify a condition
If you’d like to edit a rule for a document you’ve sent, you’ll first need to edit the document. If your document is already in Draft status, select the field where you’d like to change the condition, then select Edit rule on the floating panel. (Fields with a setup condition have a small indicator in the top right corner.)
Once you’ve edited the condition, select Save rule.
All fields set up within a conditional rule are hidden for recipients by default. A recipient will see any fields they need to fill out as soon as they select an item from a dropdown/radio buttons field or check the checkbox with a conditional rule.