Creating custom fields¶

Let us take an example wherein you want to display specific menu items to customers based on the selected cuisine. To achieve that, you can create the following custom fields:

• Favorite Food: This field should be of the Select data type. Let us assume that available options for this field are American, Asian, Italian, and Latin American.

• American Food: This field should be of the Select - Multiple data type. Let us assume that available options for this field are Apple Pie, Burgers, Fried Chicken.

For more information on creating custom fields, see Create custom fields.

Creating forms¶

Once you have created the requisite custom fields, you must create a form with those fields. For more information on creating forms, see Forms.

While creating forms, ensure that you follow the below process for associating the custom fields with the form:

1. Add a field to the form. This field can be of Select, Select - Multiple, or Boolean data types. This field can act as the parent field.

2. Specify the values in all the tabs, as appropriate.

   

   

3. Once the field is saved, click Add field based on selected value which appears beneath the field, and select Checkbox group.

   

4. Enter the values in the General tab. For more information, see General.

5. Under the Condition tab, select one of the following options and the corresponding values:

   • including: Select this option if you want the conditional field to appear only if the selected value on the form matches one of the selected values that you have configured in the conditional field editor.

   • excluding: Select this option if you want the conditional field to appear only if the selected value on the form does not match with any of the selected values that you have configured in the conditional field editor.

6. To ensure that the conditional field appears only after a response is selected for the parent field, set the Any value option to No. This is regardless of the value specified in response.