Conditional Fields

By using conditional fields on your forms you can implement workflows that allow you to control field and other form element visibility. For example, you can have a picklist that asks the user if the customer is new, if they select yes the form will display additional fields to capture the new customer information.

Controlling fields can be select lists, checkboxes and Salesforce Lookups.

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Any form element can be made dependent on one of the above. So you can not only control text or number field visibility but rich media and signature elements as well.

To add a dependency for a particular form element, you will need to click the pencil icon on the form builder element.

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Click on the "Add Controlling Field".

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On the next screen, you will be able to select the controlling field and the value of the controlling field that will enable this dependent field. Select the value and click "Add".

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Save your form when finished editing. Now on the form, you will be able to control the dependent field visibility.

The dependent field is not displayed.

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Selecting the right value will display the dependent field.

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For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂