Use Conditional Logic

Each of your form's fields can have conditional logic applied. This lets you show or hide the field based on how the person answers other questions in the form. Let's take a look at how this can work in the Position Approval example workflow we've been using.

Let's say we only want the Number of Hours field to appear for the person if the position Type is "Part-Time". All we need to do is click the ti ti-filter icon for Number of Hours to add this condition.

Add Condition to Field

In the screen that pops up, you'll need to click Add Criteria to start adding the logic for your condition. You have several options available.

Adding Criteria

  1. Show/Hide - You can choose to either Show or Hide the field when the criteria you provide are met. By default, this is set to Show, which means the field will be hidden unless the condition is satisfied.
  2. All/Any - You can have multiple criteria for your condition. This field determines if All of the criteria need to be met, or if Any one of them can be met, for the condition to be satisfied.
  3. Entry Form Fields - This drop-down contains a list of the other fields on your form. This is how you indicate that an answer to one field has an effect on the field you're working with. In this example we're checking the Type field to determine whether or not to show the Number of Hours field. Only fields within the current form are available for adding criteria.
  4. Field Criteria - What you see here will change depending on the entry form field you picked. This is where you define which answers should satisfy the criteria. In this example we only want the Number of Hours field to appear if the Type is Part-time. Here we see checkboxes because the Type field is a single-select attribute.
  5. Delete - Click the ti ti-x button to delete a single criteria row from the condition.
  6. Add Criteria - You can add as many criteria as needed by clicking this button. You may want to have more than one criterion in cases where a person's answers to multiple fields should determine whether or not this field is shown.

When a logical condition has been added to an entry form field, the ti ti-filter will turn orange as pictured below. Now the Number of Hours field will only be shown to the person filling out the form if they selected Part-time as the position Type.

Added Condition to Field

Note

Limitations on Conditional Fields
While every field can have conditional logic applied, you may notice that not every field in your form can be used as criteria within your conditions.

Only fields that use a control which is text, list, checkbox, person picker, or date pickers can be used as criteria. In other words, if you don’t see the field you're looking for when setting up conditions then that field type can’t be used.