Conditional logic uses "if-then" statements to perform actions or control the visibility of content based on specific conditions or user input. On the platform, it can be applied to Forms, Reports, Emails, and Advanced Search within the Participants table.
When used in a Registration Form, conditional logic tailors the registration process for each participant.
- Conditional Page Display: Allows specific pages within a form to be shown or hidden based on the user's selected field values or option group choices.
- In-Page Field Logic: Fields on the same page can dynamically appear, disappear, or change based on a registrant's previous selections. This creates a more personalized and streamlined user experience.
To apply conditional logic, follow the steps below:
- In the left-side navigation, click into the section (Form, Emails, Reports or Advanced Search within the Participant table) that you want to apply conditional logic to
- Click the three dots icon or pencil icon, depending on what function you are applying conditional logic to
- Choose Add Show-If from the drop-down menu
- Shows the page or field if the condition is met or not met
- Single: Only one condition needs to be met to show the field or page
- Multiple: More than one condition needs to be evaluated and may be required for the field or page to show, email to be sent, or record to show on a report
- All Groups Must Be True: All conditions evaluated must be true for the field or page to show, email to be sent, or record to show on a report
- At Least One Group Must Be True: Only one of the multiple conditions that are evaluated must be true for the field or page to show, email to be sent, or record to show on a report
- Shows the page or field if the condition is met or not met
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Data Points
- Field: Captures unstructured data entered manually by the user during registration. Additionally, this field may also store system-generated metadata relevant to the registration process.
- For Example: First Name or Address
- Option: Captures data selected by the user during registration from a predefined list of options. It may also include values automatically populated from a system-generated list.
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Operators
- Equals: The condition is evaluated based on an exact match between the fields value and the specified target value. If the match is successful, the associated Show-If is triggered, causing the designated field or element to become visible.
- Field: evaluated as a text field where somebody can type in letters or numbers
In this example, the form will evaluated the value entered in the First Name field. If the value equals exactly "Tommy", the specified page/field will be displayed. This page/field will remain hidden for all other values.
- Option: evaluated by first dictating the Option Group and then choosing the Value (an option group answer choice). If the match is successful, the associated Show-If rule is triggered, causing the designated field or element to become visible.
In this example, Registration Type is specified as the Option Group. The value must equal Member, for the specified page/field to be displayed. This page/field will remain hidden for all other values.
- Does Not Equal: The condition is triggered when a field's value does not exactly match a specified value. If the user enters any other value, the associated Show-If rule is activated, and the designated field or page will be shown.
- This operator can apply to fields or options
- Field: evaluated as a text field where somebody can type in letters or numbers
- This operator can apply to fields or options
In this example, the form will evaluate the value entered in the First Name field. If the value does not equal exactly "Tommy", the specified page/field will be displayed. This page/field will remain hidden for all other values.
- Options: evaluated by first dictating the Option Group and then choosing the Value (an option group answer choice). If the match is successful, the associated Show-If rule is triggered, causing the designated field or element to become visible.
In this example, Registration Type is the chosen Option Group. The value must not equal Exhibitor, for the specified page/field to be displayed. This page/field will show for all other values.
- Greater Than: the condition being evaluated is numerical and is greater than what is specified as the value.
- This operator applies to fields only
In this example, Cur Reg Fee is the chosen Field. The value must be greater than 0, for the specified page/field to be displayed.
- Less Than: the condition being evaluated is numerical and is less than what is specified as the value.
- This operator applies to fields only
In this example, Cur Reg Fee is chosen as the Field. The value must be less than 500, for the specified page/field to be displayed.
- Greater Than or Equal To: the field being evaluated is numerical and is greater than or equal to what is specified as the value.
- This operator applies to fields only
In this example, Credits is chosen as the Field. The value must be greater than or equal to 2, for the specified page/field to be displayed.
- Less Than or Equal To: the field being evaluated is numerical and is greater than or equal to what is specified
- This operator applies to fields only
In this example, Credits is chosen as the Field. The value must be less than or equal to 5, for the specified page/field to be displayed.
- Contains: the field being evaluated is text and must contain the specified value.
- This operator applies to fields only
In this example, Phone Number is chosen as the Field. The value must consecutively contain 240, for the specified page/field to be displayed.
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Other Conditional Logic Option: These items only apply to the Registration Form
- Read Only If Complete: This setting allows a field to become read-only once a user's registration status is marked as "Complete." After reaching this status, the user will no longer be able to modify the field when they log back into their registration form.
- Read Only If Set: This option makes a field read-only after the user has entered a value. Once the field is filled out, it can no longer be edited later in the form.
- Hide/Show Toggle: This setting controls whether a question or field is visible on the form.
- For example, if you initially included a "Do you have a promo code?" question, but later decide not to use promo codes. you can hide the question using the toggle. Hiding a field removes it from view for all attendees and automatically makes it non-required, ensuring a smooth registration experience.