Dashboard > Settings > Modules > Forms
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access Form Builder, users will need Edit permissions for Settings
Field dependencies allow form components to be displayed when certain conditions are met. This allows your forms to be organized and clutter-free from unnecessary fields. Field dependencies are available in most of our form builder components and the conditions are different depending on the component.
Using Field Dependency
Here's an example of how field dependency is used.
The goal is to set up a field dependency where when a user responds "No" to the question "Have you submitted your certification?", the user can upload photos. If the response is "Yes", nothing happens.
First, drag all the components to set up the question and response. In this case, the Radio component was used to write the question, with the Yes/No options being used to collect answers and the Photo Upload component used to collect photos (if the user responds "No").
Next, we're going to set up these components in order
Next, find and save the Data ID of the component that needs to satisfy the conditions we want in place. In this case, Radio component must meet certain conditions (ie; User must answer "No") for the Upload Photos component to be displayed.
Hover over the required component to display the option icons for the component. Click on the clipboard icon to copy the data ID.
*Note; the selected component will display as a pop up on the left
Note: Do not change the Data ID, otherwise, the component will be removed from the form and the field dependency will not work.
You can also find the data ID by going into the components edit screen (pencil icon), scrolling to the Data ID field, and copying the ID.
Next, set "Field Dependency" to Yes in the component that will respond if the conditions are met. In this case, the Photo Upload component. will be displayed if the user responds No.
Set the Field Dependency Target to the Data ID of the conditional component. In this case, it refers to the Data ID of the Radio component above.
Set the conditions to be "Is equal to" and value to be "No" so that when "No" is selected in the Radio component, the Photo Upload component will be displayed.
Note: The condition options and value will change depending on which component you are working with.
To add more than one condition, click on "Add Dependency". Determine when the dependent fields are active or triggered by selecting one of the following:
All conditions are met
Any condition is met
This is how the form looks when the user is creating a new form. When the user responds "No", the upload photo component is displayed.
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