Set Conditional Field Transcript For Free

How to create better forms with conditional form fields (CFF) Step 1: Create a form. The first step is simply to create a form that includes all possible fields. ... Step 2: Indicate the field's conditions. ... Step 3: Relate conditional fields to their trigger field.

To add conditions to a form field, click on the field to view the display settings. The "Show field only when conditions are met" option will be toggled off by default. When you toggle on that option, you can add a new condition by choosing the field, operator, and comparison value.

Conditional fields only appear to the recipient when a specified condition is met. You can hide conditional fields until the recipient makes an entry in your documents that triggers the fields to show, such as selecting a dropdown option or marking a checkbox.

Conditionals can be set up by clicking on the field, section, or page that you would like to make conditional, opening the Options Menu and then selecting Conditional Rules. From here, you will be able to select the specific response, or combination of responses, that will trigger the visibility of the selected area.

Adding a condition to color-code your records Click the "Color" option in the view bar to color your records by conditions, then choose "Conditions." When you first open the Conditions dialog, it will have one color and one "undefined" condition (essentially, a condition you haven't set yet).

A condition is a rule you set that records must follow to be visible in that particular view. Try adding conditions when: You're trying to find a record or records that meet certain conditions quickly (e.g., records that have a due date after X date and before Y date).

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