Conditional fields are a smart way to create dynamic, user-friendly forms by showing or hiding specific fields based on what a submitter selects earlier in the form. This approach helps keep forms shorter, more relevant, and easier to complete.
In Delivra's Form Editor, conditional fields are managed through the Display Conditions feature. When editing a form, clicking on any cell reveals the Display Conditions section. Here, you can configure which fields should appear based on prior choices made by the submitter.
Before setting conditions, you must create Profiles by clicking the "+" button in the Display Conditions menu. A Profile defines the specific criteria that must be met for a form field to be shown.
For example, imagine your form prompts users to select an Industry. Based on their selection, you want to show a relevant second dropdown for a specific Segment:
If the user selects Healthcare, a field with Healthcare Segments like Hospitals, Private Clinics, and Telehealth Providers appears.
If Education is selected, options like K-12 Schools, Colleges & Universities, and Online Learning Platforms show up.
If Retail is selected, they see Brick-and-Mortar Stores, E-commerce Businesses, and Wholesale Suppliers.
Each main industry (Healthcare, Education, Retail) would have its own Profile:
Healthcare: "Industry = Healthcare"
Education: "Industry = Education"
Retail: "Industry = Retail"
You would then apply these Profiles to the relevant form cells so they only display when the corresponding industry is selected.
Name Profiles Clearly: Use intuitive names for Profiles (e.g., "Industry: Healthcare") to make setup and future edits easier.
Test Thoroughly: Preview your form after setting conditions to ensure the right fields show up at the right time.
Keep Forms Clean: Even if a field is hidden, remember the cell still exists on the form layout, so plan your formatting carefully.
Use Simple Criteria: Start with straightforward rules like "Industry = Healthcare" before trying to build more complex multi-criteria Profiles.
Display Conditions control field content only: They hide or reveal text, fields, buttons, etc., within a cell, but they do not affect form formatting.
Background colors and spacers: If a hidden cell has a background color or other formatting applied, that styling may still be visible, depending on how the form is built.
Curated Content: Show different links to content based on the selected industry.
Event Registrations: Display session choices relevant to the selected event type.
Product Inquiry Forms: Tailor questions based on the product category chosen.
If you have any questions about setting up conditional fields on your forms, please reach out to our Support team by emailing support@delivra.com. We’re happy to help!