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Create a conditional Information Requests

May 13, 2026

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ShareFile Employee users

Use the following instructions to complete a conditional request for an Information Request.

While in the Information Request 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.
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.
Select the Section you want to show/hide, then you will see the option to add Conditional logic in the Section properties.
Select Add Condition.
In Conditional logic set the parameters using the following coniditional 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.
Once the selections for the conditions are made, select Save.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create a conditional Information Requests

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Create a conditional Information Requests

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