Conditional Fields | Online Help | Qntrl

Conditional Fields

This feature is open only on request. If you would like to try it, email our support team at support@qntrl.com.

In specific business scenarios, we would want certain fields or sections of the form to be displayed based on the input a user enters in another field. For example, when a student requests your product for trial, you’d want to suggest them a discount. But, when a business owner requests a trial, you’d be more interested in knowing his business details and how potential his client base can be for you. To implement such scenarios in the form and gain relevant details, you can use conditional fields in Qntrl.
 
Conditional fields can be used to show or hide fields, sections, line items; lock or unlock fields and sections; set fields as mandatory or non-mandatory; and set values to fields in the card. You can customize the experience of the users, making sure they only work with fields relevant to them. This also ensures that you can configure the behavior of the form to collect the required data from the users, based on the set criteria and actions.
 

Business Cases 

  1. Form can be customized for different users based on their responses
  2. Irrelevant fields that might otherwise consume more time can be hidden
  3. Implements business logic to the form without having to write code
  4. Helps to build simple, smart, and pertinent forms
 

Create Conditional Fields 

  1. Navigate to  and select Conditional Fields under Automation.
  2. Click the New Conditional Field button.
  3. In the ensuing pop-up, provide the following details:
    1. Conditional Field Name: Provide a name to identify the conditional field.
    2. Select Board: Choose a board from the dropdown for which you are configuring the conditional field.
    3. Execution Location: Choose a location where the conditional field should be executed. Note that on selecting Transition , the other two options-- Add new card and Card details --are disabled, and vice-versa.
    4. On selecting Transition , you will be prompted to choose the Blueprint and Transition where the conditional field is to be executed.
  4. Click Save.                                                                                       
  5. You will now be redirected to the editor, where the conditions and corresponding actions can be configured.
  6. Choose a field and select the condition you want to implement. In the corresponding Actions section, you can configure actions like show or hide fields, sections, line items; lock or unlock fields and sections; set fields as mandatory or non-mandatory; and set values to fields in the card.                     
  7. To create more conditions, click Add Condition.
  8. Since the conditions get executed based on the order listed here, you can reorder the conditions by clicking Reorder Conditions buttons to prioritize them.
  9. Once the conditions and actions are set, click Preview to test the field conditions before you publish it. If you had selected multiple execution locations, you will have an option to preview in all the selected locations.
    1. Any active client scripts configured for this form will also be executed during preview. If you want to test only the conditional fields, make sure you deactivate the client scripts associated with this form temporarily.                            
  10. Click Close Preview to go back to the editor.
  11. Once the conditions are ready to be implemented, click Publish.
Only 6 criteria can be added to each condition in the conditional field.
Only 6 actions can be added to each condition in the conditional field.

Custom fields supported in configuring conditional fields 

Custom field type
 
Supported in Conditions
Supported in Actions: Set Value
Supported in Actions: Show/Hide Fields,
Lock/Unlock Fields,
Set Fields as Mandatory/Non-Mandatory
 
Single-Line



Multi-Line
X
X
X
Dropdown



User Dropdown



Date & Time
X
X

Decimal



Integer



Email Address



Link



Multi Select



File
X
X
X
Currency



Phone Number
X
X

Checkbox

X

Radio Button



Date
X
X

 

Edit Conditional Field 

  1. Navigate to   and select Conditional Fields under Automation.
  2. If you want to edit the conditions or actions, click on the conditional field and start editing. After editing, Publish the conditional field.
  3. If you want to edit the condition field details like name or execution location, select the conditional field and click the edit icon next to the conditional fields name at the top of the page. Once the edits are done, click Save.
Boards once selected cannot be edited in any conditional field.

Reorder Conditional Fields

  1. Navigate to  and select   Conditional Fields under  Automation.
  2. Click Reorder at the top-right of the screen.
  3. Select a board in the Filter by Board field to reorder conditional fields in the selected board.
  4. Drag and drop conditional fields to reorder.
  5. Click Update.


Generate Client Script 

  1. Navigate to   and select Conditional Fields under Automation.
  2. Hover over a conditional field and click  .
  3. In the ensuing popup, click Generate Client Script to create a corresponding script based on the conditions and actions configured in the conditional field.
  4. The page will be redirected to Client Scripts module, where you can view the generated script.


Deactivate Conditional Field   

  1. Navigate to    and select Conditional Fields under Automation.
  2. Toggle the button under the Active column to activate or deactivate the corresponding conditional field.
On deactivating a conditional field, the configured conditions and actions will no longer be executed.


 

Delete Conditional Field   

  1. Navigate to   and select Conditional Fields under Automation.
  2. Hover over the conditional field and click  .
  3. Select Delete and confirm your action.
On deleting a conditional field, all the configured conditions and actions in that field will also be deleted and cannot be recovered.


 
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