Screen 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 Screen Condition based on a value from a Single Choice field.

Screen Conditions allow users to skip or reveal entire screens 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 Screens

When a form has multiple conditional fields that need to be triggered off one field value, a faster way to configure this scenario is to add all those fields to one screen and make that one screen conditional. That way, the mobile user will either reveal the screen or skip the screen entirely, saving time and reducing confusion as to which fields they need to complete or leave empty.

Screen Conditions are located under the Conditions menu in the Screen Settings in the left panel,

There are many examples of conditions in the wild, like when an online ordering form asks whether the Shipping Address is different than the Billing Address. If yes, than those fields are revealed to be completed. If no, those fields remain hidden and the user can continue the form. Putting all those fields on one conditional screen is the most efficient and clean way to make all fields conditional in one step.

  1. Select the screen that you wish to reveal or hide to open the Screen Settings in the left panel. In our example, this is "Customer Information - Shipping Address."
  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 "Customer Information."
  4. Next, Choose the field that triggers the condition. In our example, this is "Shipping Address Needed?"
  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 = (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 Yes.
  7. Click the checkmark to save the condition.

In summary, when the user selects Yes from the Single Choice Boxes field labelled "Shipping Address Needed," then the screen "Customer Information - Shipping Address" will appear as the next screen for the user to complete.

Builder_Screen Settings_Screen Conditions_Shipping Address example.png

The screen 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.

Note

Stack multiple conditions on one field or screen to create more specific parameters for hiding or revealing the conditional object.

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