Field Conditions in the Builder

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This article provides basic information about Conditions in the Builder as well as guided steps for adding a Field Condition based on a numeric value from a Calculation field.

Field Conditions allow users to skip or reveal fields in a submission if certain user defined variables are met.


Conditions

Conditions are If/Then statements that are configured in the Field Settings in the left panel, under the Conditions menu. When defining the condition for displaying a field, the condition operates on the value of a field that has happened prior to the field where the condition is being applied.

The condition can be based upon the alphanumeric value of the field or based upon whether a checkbox is checked or not.

Checkbox Conditions Alphanumeric Conditions

Checkboxes are either "Equal" or "Not Equal" to "Checked" or "Unchecked."

Builder_Field Conditions_Checkbox_Unchecked.png

Conditional Fields

Field Conditions, located under the Conditions menu in the Field Settings in the left panel, affect individual fields at a time and must be configured on each field. Let's take the example shown in the gif above. In this example, a Supervisor's Signature is only required if the Total Amount Owed is Greater than or Equal to $1500.

  1. Select the field that you wish to reveal or hide to open the Field Settings in the left panel. In our example, this is "Supervisor Signature."
  2. Expand the Conditions menu and click Add Condition.
  3. Expand the Field drop down where you will first answer the question, "What screen is the field in?" In our example, this is "Total Costs."
  4. Next, Choose the field that triggers the condition. In our example, this is "Total Amount Owed."
  5. The Condition is the determining circumstance under which the field will be revealed or hidden. Refer to the checkbox vs. alphanumeric condition tabs above to choose the right condition based on the condition field. In our example, this is >= (Greater Than or Equal).
  6. The Value is the field value that will trigger the condition. Refer to the checkbox vs. alphanumeric condition tabs above to choose the right value based on the condition field. In our example, this is 1500.
  7. Click the checkmark to save the condition.

In summary, when the Calculation field labelled "Total Amount Owed" equals or exceeds $1500, the field "Supervisor Signature" will be revealed, indicating that a supervisor's signature is required to confirm the information captured in the submission.

Builder_Field Settings_Field Condition_Numeric example.png

The field will now have the branch icon to indicate that field is conditional. 

Save and Test your condition to be sure they work as expected, either from within the Builder or Publish to test on mobile.

GoCanvas Tip

If multiple fields are conditional off one field, format one field with the correct conditions and simply Copy the field to quickly and accurately repeat the condition. Alternatively, put all those fields on one screen and make the entire screen conditional on the field.

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