Conditional Fields

We have found that there are instances where not every Field or Attribute is necessarily required to appear within a Template at all times. In some cases, a single Template can be used for several different purposes and thus contains Fields that are not always necessary for the Item’s completion. Conditional Fields ensure that when working with your Items, you are only seeing the necessary information for that specific workflow. 

You now have the ability to configure Fields and Attributes to be hidden from a Template unless a specific “condition” or, in this case, an Attribute value is selected. Using Conditional Fields, you can tie the visibility of additional Fields and/or Attributes on your Templates to the selection of a specific Attribute value. 

Once Safety has been selected, a new Safety KPI Type Attribute will be added to the Template. 

Another way to use Conditional Fields would be to have certain values cause additional Attribute values to automatically populate with the specified values. You can even choose whether or not to have the values be locked to prevent any editing after the criteria is met.

For this example, we have configured it to where: 

• If you select both:
  • Safety value for the Strategic Initiative Attribute

• • High value for the Priority Attribute
    
    
• Then it will cause:
  
  • Category Attribute to appear and automatically populate with the Healthcare value.

• If you select both:
  • Community value for the Strategic Initiative Attribute
  • High value for the Priority Attribute

• Then it will cause:
  
  • Category Attribute to appear and automatically populate with the Communication value.