On Form Templates, you can make an element, group, or page appear based on selections made by the recipient. In the page/group/element details, you are able to enable the conditional visibility for the page/group/element in question.

You have different operators if you would like something to appear based on a numerical value (i.e. visible only if a selection is less than or equal to 2).

Dropdown and Multiple Option fields allow for Values that may be different from what the client sees in the dropdown.

The client sees the 'Label', whereas PreciseFP Users, Conditional Visibility, and Calculated Elements utilize the 'Value'.

When establish Conditional Visibility, click 'Show allowed values' to see a list of the Labels and Values your trigger element has. Best practice is to copy/paste directly from the Value column, as the value must match exactly for the system to recognize it. This is also case-sensitive.

For Example: If we had entered 401(k) as the Value instead of '401k' in the image above, our Conditional Visibility would not trigger at all.

A common use of Conditional Visibility is to make a field appear only if someone answers a preceding question in a certain way. For example, making a group for Children entries appear if the client/prospect checks off that 'Yes,' they do have Children.

We would build our Yes/No Multiple Option element:

Then create our conditionally visible item. In this case, it is the group to enter Children information, so we will click on 'Group details' to apply this:

In the 'visible when' drop down I selected the 'Do You Have Children?' element. In the middle field I have == and now I need to put the value of the Yes option. Clicking on the show allowed values link will show me the value of the Yes answer which is 1. This is what I will have to put in the value field.

'Visible on' is used for Print Visibility and not Conditional Visibility

When establishing Conditional Visibility, you can click on 'Show allowed values' to pull up a table of the Labels (what the client sees) and their Values (what PreciseFP/Calculated Elements/Conditional Visibility sees):

Please Note: The trigger value must match the value of the selection exactly. If an option has a value of '0', the system considers this a null value and will show nothing in the form if printed or saved to PDF.

In Preview mode, I can test my conditional visibility set up:

When I select 'Yes', the group for Children appears, whereas if the selection is blank or 'No', the group does not appear. Making the field Required would prevent a blank selection.

Conditional visibility works with document / image upload fields as well. The "value" of these fields will be the number of files uploaded. So if you want an element to be visible when a document gets uploaded, the best option is "Document Upload Element >= 1". On the other hand, if you wish for an element to be visible when the document upload is empty, then "Document Upload Element == 0" should work.

Note: The editor is a powerful but advanced tool, so it is entirely sensible to need assistance. We are happy to point you to articles and videos to assist, chat it out with you in our live chat, or you can check with us in chat to schedule a session.

Keywords: Conditional Visibility, visibility settings, advanced editor, Conditional