Conditional Fields

By using conditional fields on your forms you can implement workflows that allow you to control field and other form element visibility. For example you can have a picklist that asks the user if the customer is new, if they select yes the form will display additional fields to capture the new customer information.

Controlling fields can be select lists, checkboxes and Salesforce Lookups.




Any form element can be made dependent on one of the above. So you can not only control text or number field visibility, but rich media and signature elements as well.

To add a dependancy for a particular form element, you will need to click the pencil icon on the form builder element.

Click on the "Add Controlling Field".

On the next screen you will be able to select the controlling field and the value of the controlling field that will enable this dependant field. Select the value and click "Add".



Save you form when finished editing. Now on the form you will be able to control the dependant field visibility.

Dependent field not displayed.

Selecting the right value will display the dependant field.




Getting Started

  1. Create a Salesforce Form
  2. Purchasing Formyoula Licences
  3. Convert Salesforce objects to Formyoula forms
  4. Adding Users And Form Sharing
  5. Exporting All Form Entries To Excel
  6. Form Sharing
  7. Conditional Fields
  8. Sign In To Formyoula Mobile With Partner and Communities Users
  9. Enable Salesforce Object Access for Chatter Free Users and Other Salesforce Users With Limited or No Access to Objects
  10. Create custom branded PDFs using the Formyoula PDF Editor
  11. Import Users From a CSV File
  12. Download Captured Form Entries as a CSV File
  13. Export Your Formyoula Forms From Your Sandbox and Import Them Into Your Salesforce Production Environment
  14. Create a Custom User Login Email Template for Your New Users
  15. The Difference Between Salesforce and Formyoula User Types
  16. Math Formula Field - For Simple Mathematical Calculations
  17. Custom Navigation Buttons
  18. Create Forms and Capture Form Entries in Any Language
  19. Formyoula Features
  20. How To Skip Form Pages Using Formyoula Custom Navigation?
  21. Change Salesforce Integration User By Changing Form Ownership
  22. Delete Users
  23. Restrict The Formyoula Users Page to Admin Users Only
  24. Assign Admin Privileges to Formyoula Users
  25. Edit Form Entries Directly From Your Dashboard To Resubmit Them
  26. Display Repeat Group Entries In Custom PDF Template Using Merge Fields
  27. Define dependencies between fields (e.g., dependent picklists)
  28. Formyoula Github Integration
  29. PDF Upload Form Element Guide
  30. How to Edit user Details and add Custom Attributes
  31. Installing Formyoula Mobile Web App on Windows and Mac desktop

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