Information for: DEVELOPERS   PARTNERS

Creating conditional fields

Campaign Studio allows you to create conditional fields. Conditional fields allows you to manage sets of dependencies between fields. Such fields are available for editing and display only if the right condition is met.

To create conditional fields, you must first create custom fields create custom fields and then leverage such fields in forms.

Creating custom fields

Let’s 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’s assume that available options for this field are American, Asian, Italian, and Latin American.
  • American Food: This food should be of the Select - Multiple data type Let’s 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 forms 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.

    field_general

    field_properties

  3. Click Add field based on selected value 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.

    conditional_field

Tip

For a parent field with the Select data type, Campaign Studio recommends that you use an Empty Value.