Conditional Fields

Conditional fields let you create dynamic forms that adapt based on user input. Show or hide fields depending on responses to other questions, creating streamlined forms that only display relevant fields.

How Conditional Fields Work

Conditional rules evaluate responses from other fields in your form. When conditions are met, the field performs the specified action (show or hide). Fields with conditions display a CONDITIONAL badge in the form builder.

Adding Conditional Rules

1. Select a field in the form builder
2. Open the Rules section in the Settings panel
3. Click + Add conditional rule
4. Configure the rule:
   • Action - What happens when conditions are met
   • Field to check - Which field's value to evaluate
   • Operator - How to compare the value
   • Value - The value to compare against

Rule Configuration

Action

Choose what happens when the condition is true:

Field to Check

Select any other field in your form to evaluate. The rule checks this field's value against your specified condition.

Operator

Value

Enter the value to compare against. This field is not needed for "Is empty" or "Is not empty" operators.

Multiple Conditions

Add multiple conditions to a single rule using + Add condition. All conditions must be true for the action to trigger (AND logic).

Example: Show a field only when:

• "Project type" equals "Construction" AND
• "Budget" is not empty

Multiple Rules

Add multiple rules to a field using + Add conditional rule. Each rule is evaluated independently.

Required Fields with Conditions

A field can be both required and conditional. When this occurs, Atlas displays a warning:

This field is set to be required, but may be hidden or disabled by conditional rules. Form submission will still be allowed if the field cannot be filled out.

This means:

• When the field is visible, it must be filled out
• When the field is hidden by conditions, the form can still be submitted

Use Cases

Follow-up Questions

Show additional questions based on a previous answer:

• Field: "Do you need special accommodations?"
• Conditional field: "Please describe your requirements"
• Rule: Show field when "Do you need special accommodations?" equals "Yes"

Category-Specific Fields

Display different fields based on a category selection:

• Field: "Asset type" (Dropdown: Vehicle, Building, Equipment)
• Conditional field: "Vehicle registration number"
• Rule: Show field when "Asset type" equals "Vehicle"

Progressive Disclosure

Reveal advanced options only when needed:

• Field: "Show advanced options" (Checkbox)
• Conditional fields: Multiple advanced configuration fields
• Rule: Show fields when "Show advanced options" is not empty

Managing Rules

• Edit a rule - Click on any rule to modify its settings
• Remove a rule - Click the × next to the rule

Best Practices

• Keep conditional logic simple and predictable
• Test all possible paths through your form
• Use clear field names so conditions are easy to understand
• Consider the user experience when fields appear/disappear
• Don't create circular dependencies between fields