Hello all,
I have already some of my contact properties with some conditional logic such as: “Show property B when X value for property A is chose” or “Only show X, Y, and Z for property B when X value for property A is chosen”.
I was hoping that these behaviors would carry on into forms by only adding the Properties into the forms, but now that I am doing I notice that 1. that is not happening and 2. I have to resetup everything to the way I want it to work.
My question is, is this what it is and I have to setup everything again per new form created or am I missing something that allows Properties to behave as intended?
Thanks in advance for your help
Hi @galvanA81,
The conditional logic you’re referring to applies to user input in the CRM interface only. You are indeed not missing anything, it does not carry over to forms. You need to set up form conditional logic separately, within the form editor.
Best regards!
Thank!
From what Ive been trying, I can’t set multiple dependencies for each individual value of a Property correct? So for instance, I wanted my form to work: If Property A = 1, then show x and y for Property B AND if Property A = 2, then show z for Property B. It seems that I can only set one conditional logic for a Property, unlike with the CRM interface where this is possible. Is there workaroumd this issue??
@galvanA81 you would unfortunately have to use separate properties for the dependency, not just one property B.
Show X and Y in B1 when A = 1
Show Z in B2 when A = 2
A workflow would then consolidate the values of B1, B2 etc in an overall B property. It’s not nice, but that’s currently the simplest way of solving this, as far as I know.
Best regards!
I too am a partner and have a similar use case for a customer. They have hundreds of schools and want visitors to be able to select a school from a drop down property revealing a second field/ property for teachers with only the relevant teacher options for that school.