Use Conditional Field Record For Free

The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules! To add this step to your workflow, click the "Add Step" button on your Map and then select Add a Conditional from the dropdown menu.

Conditional fields allow 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 and then leverage such fields in forms.

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.

How to make Custom Fields visible: Log in to your Salesforce account. Go to Setup. Select Permission sets. Go to Aircall_PermissionSet. Click on Manage Assignments and then Add Assignments. Select the Users you want to give access to the custom fields below:

Add or Edit Rules for Web Forms Select the field on the web form for which you want to add a rule and select the Rules tab on the right panel. ... To create a new rule, select Create Rule in the right panel. ... At IF, select an operator. ... Select a response for the rule at the Select value field.

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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.