Overview
Conditional fields let you control when an InfoSheet field is shown or hidden based on values entered elsewhere in the InfoSheet.
You can use conditional fields to guide users through data entry by revealing fields only when they are relevant. This helps reduce clutter, improves clarity, and ensures users only see fields that apply to their situation as they complete the InfoSheet.
Conditional fields apply visibility rules at the field level and can be used within repeating blocks, conditional blocks, and fragment-aware blocks as part of a larger InfoSheet design.
Who can do this
- System Administrators
- Template Administrators
How conditional logic works
Conditional logic in InfoSheets is driven by user input.
When you configure a conditional field, you define:
- The field that controls its visibility (the condition field)
- The condition that must be met
- The value or state that triggers its visibility
As users interact with the InfoSheet, conditional fields update immediately based on their responses.
Conditional logic can be applied to individual fields or to blocks. This article focuses only on configuring conditional behaviour for fields.
When configuring conditional logic, only Choice List and Check Box fields can be used as condition fields. Other field types can be set as conditional, but cannot be used to control visibility.
Support condition types
Choice value (Choice List)
A field is visible when a choice field contains one or more selected values.
Example
- Condition field: Marital Status (Choice List: Single, Married, De Facto, Divorced)
- Conditional field: Spouse Name
- Trigger values: Married, De Facto
- Result: The Spouse Name field appears only when Marital Status is set to Married or De Facto.
Check box checked
A field is visible when a Check Box field is checked.
Example
- Condition field: Has Insurance (Check Box)
- Conditional field: Insurance Policy Number
- Result: The Insurance Policy Number field appears only when Has Insurance is checked.
Check box unchecked
A field is visible when a Check Box field is unchecked or empty.
Example
- Condition field: Has Insurance (Check Box)
- Conditional field: Reason for No Insurance
- Result: The Reason for No Insurance field appears only when Has Insurance is unchecked.
Note: If a condition field has a default value, the visibility of any dependent fields will reflect that default when the InfoSheet first loads.
Cascading visibility
Conditional visibility is cascading.
If a condition field becomes hidden because it depends on another condition, any fields that rely on it are also hidden - even if their own conditions would otherwise be met.
This prevents InfoSheets from displaying fields that depend on unavailable or hidden inputs.
Example
- Field A: Has Insurance (Check Box)
- Field B: Insurance Type (Choice List: Comprehensive, Third Party; conditional on Has Insurance being checked)
- Field C: Policy Number (conditional on Insurance Type being Comprehensive)
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Result:
- If Has Insurance is unchecked, Insurance Type is hidden.
- Because Insurance Type is hidden, Policy Number is also hidden - as it depends on a value from Insurance Type.
Before you start
Before configuring conditional fields, make sure that:
- You are familiar with creating and editing InfoSheets
- The fields you want to use already exist, or you know which new fields you need to add
- You understand which field should control visibility and which field should respond to it
This article does not cover creating InfoSheets or working with blocks.
Steps
Set a field as conditional
From the Create or Edit InfoSheet window:
- Select the field you want to show or hide conditionally or create a new field.
- In the field properties, locate the Conditional section.
- Select Is Conditional.
- From Condition Field, select the field that will control visibility.
This can be a field in the same block, an ancestor block, or in the root InfoSheet. A field in a child (nested) block cannot be used as a condition field.
- From the Condition Options, choose how visibility should be triggered:
- Choice List - Choice Value
- Check Box - Checked
- Check Box - Unchecked
- If you selected Choice List - Choice Value, select the value or values that should cause the field to appear.
- Select OK to save the field.
The field will now show or hide automatically as users change the value of the condition field.
Best practices
- Plan your field order: While not required, it’s best practice to place condition fields before the fields that depend on them for a better user experience.
- Test thoroughly: Check all combinations of values to ensure fields appear and hide correctly.
- Keep it simple: Avoid overly complex conditional chains that might confuse users.
Result
When conditional fields are configured correctly, users see an InfoSheet that responds dynamically to their inputs, displaying only fields that are relevant to the information being captured.
End users do not need to take any special action. As they complete the InfoSheet:
- Fields appear automatically when conditions are met
- Fields disappear automatically when conditions are no longer met
- Visibility updates immediately as values change