Do you want to ask questions and show or hide other questions based on the answer of the person filling out the form? Conditional Visibility will let you use multiple choice elements and checkboxes to show or hide elements or groups of elements.
- Why Should I Use Conditional Visibility?
- How Do I Use Conditional Elements
Why Should I use Conditional Visibility?
In your form, you may want to ask a question and, depending on the response given, you'd like to ask a follow up question (or several) to provide more information. This helps your team drill down into the details you want but also helps the person filling out the form by simplifying the form and not asking inapplicable questions to all submitters.
When a person filling out a form encounters a question that is controlling the visibility of other elements/groups, none of the conditionally visible elements will be visible. It is only when the person filling out a form selects an answer or clicks a checkbox that the associated conditionally visible element/group will become visible.
How Do I Use Conditional Elements
In the example below, you see the initial question and the two elements the administrator wants to conditionally show/hide in form builder. This example shows or hides individual question elements but you can apply the same process to an entire group to show or hide many questions or elements at once.
Method 1: Start from the element or group you want to show/hide
To show or hide the "What is the total $ amount of funding you're requesting?" question so that it only appears if the "Cash donation' answer" is given, click the eye icon next to the element.
This Element Visibility window will pop up. You’ll be able to select the initial question and response that will make the element/group visible. Repeat this step for all elements you want to show or hide conditionally.
Method 2: Start from the answer that will conditionally show or hide other elements
Another way to set up Conditional Elements is to with the response options that will dictate visibility. For any answer that should show or hide another element/group, click on the eye icon next to the response you'd like to add a conditionally visible element/group to.
This Add Conditional Elements window will pop up. You will be able to create a Group of Elements or select an existing Element/Group in your Form, to be visible when that response option is chosen.
Conditionally Visible Elements Appearance
When an element or group has been made conditionally visible, it will appear slightly different to you in the form builder. Elements that are conditionally visible will have an yellow dotted outline around them and when the mouse is over top, a description of what option is required to make it visible is displayed.
What Happens to Data in a Hidden Section
It is possible that a submitter makes a choice that shows some conditional questions and they later change their answer that subsequently re-hides the questions. If a submitter does this and they had filled in some of the conditionally visible answers, that information will not be discarded while they work. If they change their mind again and re-show the conditional questions their data will still be there. When the person submits however, any data that is in a re-hidden section will not be stored in the Do Some Good database and it will not be available to you as an administrator when you review the submission.