Conditional fields are immensely powerful (especially when used alongside Single Selects, Formulas, and Macros) and include several advanced features that can help you represent complex logic within your document.


Using variable "THEN" types

The "THEN" section in any condition has several options for specifying a value.  

Single line text

The "Single line text" option turns the "THEN" input box into a standard, one-line input field where you can specify a simple value that the conditional field should equal if this individual condition passes.

Rich text

The "Rich text" option turns the "THEN" input box into rich text input field (just like a standalone Rich text field) where you can specify full paragraphs with custom styling.

Input

The "Input" option turns the "THEN" input box into a dynamic input field. If the individual condition passes, the Conditional field will be presented as an input field that requires user input, in your main field list. 

The "Input" option is particularly useful for situations where you might want to have an input box show up depending on the value of another field (for example if the value of a "Marital Status" field was "Married", you might want to have an input field show up called "Spouse Name").

See our guide on creating conditional inputs with "Simple view" for a more detailed walkthrough of using the "Input THEN type."

Adding additional constraints to individual conditions using "AND" & "OR"

You can add additional constraints to an individual condition by adding additional “AND” or “OR” clauses. For example, you could specify that an individual condition should only evaluate to TRUE if “Client name” is “John Smith” and “Client age” is greater than “30.”

You can chain as many "AND" and "OR" clauses together within a condition. To change if all of the chained clauses are "AND" or "OR", just click the dropdown icon on the first "AND" or first "OR".

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