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 can enable conditional visibility for the page/group/element in question.

Edit Element details and select the Configure option for the Visibility setting.

You can use logical operators to show or hide a field based on a numerical value (i.e. visible only if a selection is less than or equal to 2). Available operators:

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 establishing Conditional Visibility, the 'allowed values' tooltip to see the list of Labels and Values that can be used as a condition for the selected field. 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.

Example: If we had entered 'False' or 'No' as the Value instead of 'no' in the image above, the Conditional Visibility would not trigger.

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:

The steps are as follows:

Select Configure in the Visibility options:

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

In the 'Visible only when' dropdown, select the 'Do You Have Children?' element.

Select == (equals) as the logical operator.

Then type the value of the Yes option. Click on 'allowed values' to pull up a table of the Labels (what the client sees) and their Values (what PreciseFP/Calculated Elements/Conditional Visibility sees). In this case value of the Yes option is '1'. Type this in the Value field.

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 setup:

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