"Conditional" fields offer a flexible way to define conditional text and paragraphs within your document. By utilizing a "Conditional" field, you can specify that a field's value should be determined by the value of one or more other fields.
"Conditional" fields allow you to specify as many conditions as you like, set a default value if those conditions are not met, or "exclude" (remove) the field if the conditions are not met.
Your conditional field will always have an IF and a THEN statement:
IF STATEMENT
Will include three textboxes:
1: The field your conditional field will depend on ( this has to be an already existing field in your templates)
2: Conditional operators: you can choose between different options: equals, does not equal, greater than, less than, is empty, is not empty, contains, does not contain
3: Select a value: if the field your conditional field will depend on is a single-select field, you'll see a list of options. Otherwise, you can type values in this text box.
4: AND/ OR statement: You can add additional constraints to individual conditions using "AND" & "OR"
NOTE: When specifying multiple individual conditions within a conditional field, the conditions are evaluated in the order that they are defined. For example, if we had a list of individual conditions:
IF “Number” < “3” THEN “Less than three”
IF “Number” = “2” THEN “Equals 2”
The conditions will be evaluated from #1 - #2. If the value of “Number” was “2” in this case, #1 would be executed first, and the value of the conditional field would be “Less than three.” Since the #1 condition is evaluated as true first, all other conditions after it are skipped.
THEN STATEMENT
You have 5 options to choose from based on what you want to achieve:
Short text
Does not support hard carriage returns. The text will wrap.
The language you insert in the THEN statement will be automatically inserted into the document if the individual condition passes
Long text
Hard carriage returns used in this THEN statement are recognized ( e.g signature lines, paragraphs)
The language you insert in the THEN statement will be automatically inserted into the document if the individual condition passes
Rich text
Text will use styling specified in the Rich Text field
The language you insert in the THEN statement will be automatically inserted into the document if the individual condition passes
Single select
Creates a drop-down menu from which one option can be selected
This THEN statement will create a follow-up question and only appears if the individual condition passes
Input
Creates an input field (single-line text)
This THEN statement will create a follow-up question and only appears if the individual condition passes