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      Forms: Adding Display Conditions

      Here you will learn how to set display conditions/behaviours for your fields within our new Forms feature

      Please watch the following video on setting up display conditions for you Forms

       

      Adding Display Conditions (3:22)

       

      If you still require assistance after watching this then please keep reading...

       

      If you are editing a already created Form or have just Saved your form you will be able to see the new Add Condition box on the bottom when you expand each of your Saved fields.

       

      Add condition (1)

       

      This will not appear on a form that you add after you have Saved. You will have to save again in order for this to become visible on that field.

       

      This feature will allow you to add a Condition to this field that can change the behaviour of it depending on set factors. For example, if a user selects one option in a choose option field, different additional fields can then pop up for the User depending on what they have selected.

       

      When you click Add Condition you will be given three lines to fill out.

       

      traget fields


      • Select Target Field- set the field that you want the current field you are setting the condition for to react to. Every field should appear in a drop down menu when you click this except for the one you are currently editing.

      • Select Operator- set whether the field will react if the Target Field answer meets a certain operator criteria in relation to the Condition Value (so for example the target field answer either IS or IS NOT the condition option). 

        You can currently select from the following options however more will become available in future updates.

      Select operator


      • Condition Option or Value (depending on field type)-  that the Target Field will need to display (or be selected by the User) in order for the condition to take effect.

       

      So as an example here we have added the following Display Conditions for a Field that displays various options for Hard Hats.

       

       

      Display conditions hard hats

       

      So in this case, the Target Field is a previously Saved Radio Options Field which is asking if the User requires a Hard Hat for their role (can choose from Yes or No)

       

      The Select Operator is then set to IS and the Condition Option or Value is set to Yes. This means that whenever the person selects Yes (Condition value) in the Target Field our reaction/condition will then occur.

       

      Now when we view the Form in our Form Preview our Hard Hat selection field will now only appear when the Yes option is selected in our Target Field.

       

      Hard hats

      There are many different combinations that you can achieve with this feature. For example, you could have certain messages come up if the User ticks a certain option or block off other fields from appearing for a User (by setting the Operator to IS NOT when they select a certain job title etc.

       

      Fighting FIres

       

      If you need any help with specific applications of this feature then please do not hesitate to contact us on siteconnectsupport@sitesoft.com or phone us on 0800 748 763