Conditional fields in FinalsiteApply

Conditional logic allows a form field in Apply to be dependent upon the answer to another field. When a prospective family completes a field in Apply, the subsequent field on the form can change depending upon their answer. In the example below, you can see that the parent needs to complete the field to specify the referral source only if they have chosen "Other" for the referral source field.

Conditional_Fields_Gif.gif

Which fields are included?

Any type of field (including groups!) in Apply can be made to appear based on conditional logic. Control fields are limited to the following types: Single-line Text, Multi-line Text, Multiple Choice, Dropdown, and Checkbox.

Which types of logic can be used?

Conditional logic can be based on a field being "Equal" to a specific answer, "Not Equal" to a specific answer, "Blank, or "Not Blank." All logic is OR logic.

What are the benefits?

  • Improved family experience: Forms will be clearer, more concise, and easier to fill for prospective families, as they will only see fields relevant to their family’s specific situation.

  • Greater form flexibility: Now that fields can appear based on specific answers, forms can be used for more versatile purposes, reducing the number of application and supplementary forms a school might need.

  • More accurate data collection: Conditional logic allows you to make more fields required on your forms, since they will only appear for the relevant families. This will provide your school with better data and improve your analytics.

Creating conditional fields

When editing a form, double-click on a field, or select the field on the left and click Edit Field, to bring up the Field Editor; alternatively, click Add Field to start with a new field. Fields that already have a conditional rule are highlighted in purple on the form editor.

At the bottom of the Field Editor, click the Add Rule button below Conditional Fields to add a rule. After clicking to add a rule, take the following steps:

  1. Click the When dropdown menu to select the field that this field depends upon. Only Single-line Text, Multi-line Text, Multiple Choice, Dropdown, and Checkbox fields will be available.

  2. Click the Is dropdown menu to choose whether this field should be shown when the field that it depends upon is Equal or Not Equal to specific values, or is Blank or Not Blank.

  3. If Equal or Not Equal is selected, click the To dropdown menu to specify the value(s) that the field that this depends upon should be Equal or Not Equal to in order to display this field. If you would like to have more than one option for To, separate the different options using a comma.

Conditional_Rule_Options.png

Grouped Fields

Grouped Fields, such as Sibling Information or Previous Schools, can be conditional upon another field. To access the Grouped Field Editor, double-click on the grouped field or select the group on the left and click Edit Group. Follow the steps above to determine your conditional field rules for the Grouped Field. Fields within a group can only be dependent on other fields within that group.

Conditional_Grouped_Fields.png

Restrictions and warnings

There are some restrictions when using conditional fields:

  1. The conditional field must be on the same form as the field that it depends upon.

  2. The conditional field must appear on the form after the field that it depends upon.

  3. Fields within a group can only be dependent upon other fields within that group.

  4. It is not possible to "nest" conditions. If Field B is conditional upon Field A, then Field C cannot be conditional on Field B.

An error will be shown at the top of the form if conditional field rules are added to that form that do not meet these restrictions. This error message will be shown when the form is saved.

A warning will be shown within the forms list (under Settings > Forms) if a conditional field rule has been added that does not meet these restrictions. The warning will also appear if an existing field used on multiple forms has been edited to include conditional rules; each form in which that field is used will need to be updated to follow the conditional logic restrictions.

Conditional_Warning_Message.png

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please Sign in to leave a comment if you don't see the comment box below.