Conditional Field Display Rules can be used to build powerful & dynamic registration forms that can show or hide fields on the registration form based on the answer of another field value.
Benefits of Conditional Field Display Rules
Use Conditional Field Display Rules to build registration workflows that can dynamically collect information from your registrants.
Show or hide groups of form fields based on a registrant's chosen answers.
Chain Conditional Field Display Rules together to create advanced display rules.
Reduce the complexity of long registration forms while improving the registrant experience.
Example: Showing and hiding fields when a checkbox is checked
Adding a Conditional Field Display Rule
Conditional Field Display Rules can be added to any field on your registration form. At a minimum, you must have at least two custom fields added to your registration form before you will be able to configure a Conditional Field Display Rule.
To add a Conditional Field Display Rule to a field:
Go to the Event Manager App > Registration section > Forms tab > edit an existing form > Fields tab.
Add a field to your form that will contain the display value that will be checked by one or more Conditional Field Display Rules. For example, add a checkbox field called "BringingGuest", like so:
Next, add any additional fields whose visibility should be dependent on the first field. For example, when the BringingGuest checkbox is checked, we then want to show a GuestName and GuestDietaryRestrictions field. To do this, first configure the basic field settings for the new fields like Short Field Name (Id), Label, and any validation rules.
To show/hide the GuestName field:
Select the field and configure the Conditional Field Display Rule by going to the DISPLAY area of the field settings editor and setting Field Visibility setting to "Display field conditionally".
Next, set the Display when dropdown setting to the name of the parent field that contains the value the display rule will test. For example "BringingGuest".
Set the Field value to "is checked" to show the field when the checkbox is checked.
Note: the Field value options listed are dependent on the parent
field type.Once a Conditional Field Display Rule is configured, a "Conditional (Hidden | Visible)" tag will appear for the field in the form designer to indicate the field's visibility. Hovering over the tag will display the display rules configured for the field. The field will also appear disabled (grayed out ) on the Form Designer to indicate its visibility based on the display rule.
To show/hide the GuestDietaryRestrictions field, follow the same steps outlined in Step 4 above for the GuestName field to configure the Conditional Field Display Rule.
Save your changes and click Preview to test your registration form.
Chaining Conditional Field Display Rules
You can chain multiple Conditional Field Display Rules together to create more complex registration workflows.
Chaining display rules is accomplished by setting the parent field to another field that also has Conditional Field Display Rules configured.
Note: For maintainability reasons, we generally recommend chaining no more than 3 field display rules together.
Validation Rules and Conditional Field Display Rules
Validation rules set on form fields with Conditional Field Display Rules are only enforced when the field is determined to be visible on the registration form based on the Conditional Field Display Rules.
For example, if a field is required, but is not visible because of a Conditional Field Display Rule, the field will not be required and it will not prevent the form from being submitted if the field answer was not provided.
Conditional Field Display Rules & Hidden Fields
Fields that are determined to be hidden due to Conditional Field Display Rules will appear as disabled (grayed out) fields in the Form Designer.
When a registration form field is hidden due to a Conditional Field Display Rule:
The field is never shown to the registrant.
No information will be collected for these fields when the registration is submitted.
Validation rules will not be applied.
Conditional Field Display Rules for List Fields
When configuring a display rule for a field, if the parent field containing the value to test is a multi-select List field, it's possible that multiple parent options (checked values) may be selected.
In this case, a comma (",") can be used to build a list of option values that must be selected in order to determine if the field should be displayed.
When the display rule's parent field is a List field, the values entered must match the value entered into the Option's Checked Value setting and not the Label setting.
Example:
The following example demonstrates how to use a display rule to show or hide the Public Speaking Experience field when certain options are selected from the Requested Job field. Note that a comma is used to specify multiple selections ("Registration Helper, Runner") in the Field Visibility > Value setting.
Comparison Operators for Multi-Select List fields
Comparison operators for multi-select List fields (e.g. "is equal to", "is not equal to", "contains", etc.) behave differently than comparison operators for single-answer field types.
For multi-select List fields, the comparison rules behave as follows:
Comparison Operator | Behavior |
is equal to | The selected options in the parent multi-select List field matches the display Value entered exactly. Use a comma to specify multiple values. |
is not equal to | The selected options in the parent multi-select List field does not match the display Value entered. Use a comma to specify multiple values. |
is empty | No options in the parent multi-select List field are selected. |
is not empty | One or more options in the parent multi-select List field are selected. |
is greater than | A selected option exists in the parent multi-select List field whose Checked Value is greater than the display Value entered. |
is greater than or equal | A selected option exists in the parent multi-select List field whose Checked Value is greater than or equal to the display Value entered. |
is less than | A selected option exists in the parent multi-select List field whose Checked Value is less than the display Value entered. |
is less than or equal | A selected item exists in the parent multi-select List field whose Checked Value is less than or equal to the display Value entered. |
starts with | A selected option exists in the parent multi-select List field whose Checked Value starts with the display Value entered. |
contains | One or more selected options in the parent multi-select List field contains the display Value entered. Use a comma to specify multiple values. |
Have more questions about creating Conditional Field Display Rules? Chat with us!