Create a conditional Form

Article applies to:

• ShareFile Employee users

Use the following instructions to complete a conditional request for a Form.

1. Go to Tasks > Forms and open an existing form or create a new one.

2. While in the Form builder, select a field to create the conditional response for. In this example, we chose Checkboxes.

   Note:

   Only Checkboxes, Multiple choice, and Number fields can be used with conditional requests.

   

3. Once you define the field, drag a Section from Display and Layouts to the build.

   NOTE:

   Drag and drop sections can be added before, after, or in between sections. You cannot insert a new section into a section.

   

4. Select the Section you want to show/hide, then you will see the option to add Conditional logic in the Section properties.

   

5. Select Add Condition.

6. In Conditional logic set the parameters using the following conditional fields:

   NOTE:

   Conditional dropdown selections might vary from the descriptions below with an example being if you select checkboxes, one selection available will be has any of.

   • Show/Hide dropdown - in the section if you desire a selection to be displayed or hidden.

   • The following question field dropdown - allows you to select which question in the previous section(s) you want to create a condition for. In this example, it is Do you have any of the following:

   • Condition dropdown - select from the following conditions:

     • is equal to
     • is not equal to
     • has no selection
     • has any selection

   • The following value(s) - the values created in the previous section.

     

7. Once the selections for the conditions are made, select Save.