Adding Conditions to Database Sections

Modified on Sat, 24 Oct at 5:07 AM

If certain sections in a record form only need to appear when they meet specific conditions, this can easily be enabled in the database's form template utilising the conditional display feature.

This conditional display logic means that the section will only appear once a specific value has been entered or selected by the user in a previous field.

The field options that are available will include all fields in your page (or stage), unless those fields are within the same section, are from a duplicable section or contain the Title field of the form.

Example Scenario

For instance, a condition could be based upon a Select > Checkbox field with a Yes or No answer. If 'Yes' is selected, another section of information needs to be filled in and will appear directly beneath. If 'No' is selected, that section will not appear as it does not meet the condition set and the user will continue to fill out the form as usual.

Setting Up Your Conditions

To enable conditional logic like the example above, you can use the following steps:

1Create a new section, adding a section title if required
2Go to the Conditions tab
3Enable the checkbox setting with the label: Only show this section if conditions are met
4Click Add to select the field and related value(s) that need to be selected by the user before this section can appear
5Click Save & Next to apply this change to your form

You can view an example of how to do this below.

Animation: setting a condition on a section in the form template

You can add multiple conditions to suit your needs by clicking the Add button under the first condition entered.

Conditional Section Display on the Record

Using the example conditions set up in the form above, you can view an example below of what the user will experience when filling out their record. If they answer 'No' in the last field, nothing happens. If they select 'Yes' however, an additional section of content appears for them to fill out.

Animation: a conditional section appearing on a record after selecting Yes

Please note that some of the terms used in this article, such as Database and Record, are customisable and therefore may appear differently in your platform.
If you are modifying a form that has already been used (i.e. there are existing records) to apply conditional logic on an existing section, note that it will apply retroactively to the existing records. In other words, if a section that wasn't conditional before becomes conditional, it will be hidden on previously created records (unless they are edited to satisfy the new condition).

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