Summary
Creating Conditional Fields Conditional fields allow you to show or hide fields based on a user's previous answer. For example, if a patient selects "Yes" to having allergies, you can display additional fields asking them to list their allergies.
The Process
Step 1: Add the Trigger Field First, add a field that will control when other fields appear. This can be a Radio button, Checkbox, or Select dropdown. For this example, we'll use a Radio field.
1. Drag and drop Radio from the Basic section to your form.
2. The Radio component modal will open. Make adjustments to the Display, for this one I used, 'Is the Patient under 18?'
3. Go to the Data tab. Once there, add the Label, (what the patient will see on the form) that should correspond to the Value. For this question I put Yes, then clicked 'Add Another' to put No. You can add more options for different types of questions using the 'Add Another' button.Important: Note down the Value fields! The Label is what users see, but the Value is what you'll use to set up the conditional logic. These values are linked with their labels.
Step 2: Add the Conditional Field.
Now add another field that will show or hide based on the radio button selection. This can be any field type (Text Field, Text Area, etc.).
1. Drag and drop a field (e.g., Text Field) to your form.
2. The component modal will open.
3. Go to the Conditional tab.
Step 3: Configure the Conditional Logic Set up the logic using the three fields below
1. This component should Display=True means The field will be SHOWN when the condition is met. If you put 'This component should Display= False that means The field will be HIDDEN when the condition is met.
2. When the form component: This dropdown lists all other components in your form. Select the trigger field (e.g., your Radio button). For this example I put When the form component= 'Is the Patient Under 18?'
3. Has the Value: Enter the exact Value (not the Label) from your trigger field. Refer back to the values you set in the Data tab. For me, it was the Value under the 'Is the Patient under 18?' question. So my configuration of this conditional field will look include the first two covered above.This Component should display = True. When the form component = Is the Patient Under 18?
Lastly, I will add: Has the Value = Yes. (screenshow below.)
Step 4: Save and Preview
1. Click Save to save the conditional field.
2. Save your entire form.
3. Look at the Preview to check the conditional logic.
Result: When users select a specific option on the trigger field, the conditional field will automatically show or hide based on your settings.
Tip: You can make multiple fields conditional on the same trigger field. Just repeat Steps 2-4 for each additional field you want to show/hide.
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