Your client relationship builder gives you the ability to allow your client to select from choices you create. You can also use this to create conditional form fields which when selected would give your client another field to select. For example, if a client chooses a date as one of your choices, you can require that a form field appears that will also ask them to select a time slot.
Follow the steps below to learn how to set up conditional fields!
STEP 1: ADD ALL NECESSARY FIELDS
To begin creating a choice field for your custom form, click on the FORM icon at the top of your control panel and choose FORM EDITOR. Select your form name you wish to add choices to.
The conditional fields can be set up using either radio select, checkbox or the drop down menu field.
Choose the option for RADIO SELECT (or checkbox or drop down menu) under the ADD STANDARD FIELD area and drag this to your desired location in your form. You can go ahead and add all your options.
Also, add the field(s) that you want to be conditional. In this example, we added a text box called "Please enter your choice here."
STEP 2: SET UP CONDITIONAL FIELD
Choose the PENCIL icon next to your selected form field and choose the option for ADVANCED.
Here you will see the choices you have added for your field. Click on the choice you'd like to be associated with a conditional field.
In the CONDITIONAL FIELDS section, click on the dropdown menu and select the conditional field and then click on ADD FIELD.
After you click on ADD FIELD, the field will be added below the dropdown menu. If you have multiple conditional fields that need to be added, continue selecting them from the dropdown menu and clicking on ADD FIELD.
When your conditional fields are added, click on SAVE CHANGES.
STEP 3: TEST IT ON LIVE FORM
After this is complete, you may want to test it on the live form to make sure your conditional fields appear as expected. Below is a look at our example on a live form.
When the form is first accessed, the conditional field is not seen.
After the Other (please specify) option is chosen, the conditional field labeled Please enter your choice here appears.
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