Form Center


Form Center
 





Conditions in Form Center

Who can use this feature?

System_Admin.png Slash.png Owner.png Slash.png Publisher.png

 

Overview 

When using the form center, you may want the ability to have secondary field sets appear depending on a user’s answer. Generally, when a user selects “other” as a response or if further information is required depending on the answer.

There are options for conditional formatting, you can hide or show items, redirect to a website, or require a field set.

Options

  • Show: Determine if the field selected will show if another action is taken.
  • Hide: Determine if the field selected will hide if another action is taken.
  • Require: Determine if the field selected will be required if another action is taken.
  • Redirect to: Determine if the field selected will redirect someone to a new location if another action is taken.

Example

Checkbox Field Question – Conditional Show

  • Question: What is your favorite fruit?
  • Answers:
    • Apples
    • Oranges
    • Other

If you would like users to have the ability to specify an answer, add another field box (such as Short Answer). This will be the field set that appears once a selection has been made.

Instructions

  1. Navigate to Modules > Content > Form Center
    modules_content_form_center.png
  2. Select the category
    form_category.png
  3. Select the form that should have the conditions
    FormCenter_Form.png
    • Note: We recommend that you build the form out entirely before you add conditions. View our Create a Form article for more information.
  4. Scroll to the bottom and select the field to apply a condition to
    fields.png
  5. Select the Advanced tab
    FormCenter_Advanced.png
  6. Select New Condition
    FormCenter_NewCondition.png
    • Note: Checking Internal use only makes the field invisible to front-end users, but is able to be used after the form is submitted by back-end users.
  7. Set the I want to option
    FormCenter_IWantTo.png
    • Show: Determine if the field selected will show if another action is taken.
    • Hide: Determine if the field selected will hide if another action is taken.
    • Require: Determine if the field selected will be required if another action is taken.
    • Redirect to: Determine if the field selected will redirect someone to a new location if another action is taken.
  8. Select Next
    next.png
  9. When ___'s answer pop-up will appear; select what field the original one relies on
    FormCenter_WhenField.png
  10. Select the criteria (will vary based on type of field)
    criteri.png
  11. Select Done to confirm the condition
    FormCenter_Done.png
  12. Click Save Changes
    save_change.png
    • Note: Click the to remove a condition.
      remove_condition.png



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