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.

The conditional fields always have an IF and a THEN statement. When it comes to the THEN statement you can choose from 5 options.

Group 1: ( Single Line, Multiline and Rich text)

The language you enter into the THEN statement textbox will be automatically inserted into the document if the conditions are met. These fields work in the backend and don't require user input.


Group 2: ( Singe select and Input)

These two options will create follow-up questions and they dynamically appear on your templates.

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.

Multiline text

The "Multiline text" option turns the "THEN" input box into a multi-line input field where you can represent full paragraphs. These fields are great to use when you need more than a word or phrase but do not require any new formatting as they inherit the formatting of the document where you insert the field.

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.

Single select

The "Single select" option turns the "THEN" input box into a Single select input field. This field type allows you to create a drop-down menu from which one option can be selected.

Example: Are you married? If “Yes” create a dropdown option for the Spouse’s gender. (otherwise, this field is hidden)

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. 

Example: Are you married? If “Yes” create fields for Spouse. (otherwise, this field is hidden)

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 "Number of Children" field was "1", you want to have an input field show up called "Children 1- Name").

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

Did this answer your question?