Note: This feature is available if you have purchased the Personalization module and are on a Professional or Unlimited plan.
When building your personalization form, dynamic fields allow you to set conditions on how field settings change depending on the inputs in the personalization form. With a few clicks, you’ll be able to set conditions for when certain fields become visible/hidden, required/not required, or enabled/disabled. There are many different use cases for this, so let’s check out how to set up one of the most useful ones.
Common use cases
Example no.1
You have already added a "Checkbox" (or select field) to your personalization form, but you only want it to be visible if another form field has a specific option selected. For example, if you have a large number of products in a brochure, divided in categories, you can easily create the form so that the personalizer first selects a product category from a list, and then a list of the specific products to select within that category would appear.
Example no.2
You have added a select/"Checkbox" field with a list of possible values, but you want the reader to be able to provide a value that isn’t already on the list. You can easily add an option called “Other” which when selected, is another field that allows the reader to type in their own answer.
Next, let’s take a look at how you would implement these in the personalization form builder.
Example no.1 in practice
Step 1 - Set up your fields
In this case, we have two fields in the form, the first one (categories) has three "Checkboxes": Spreads, Soups, and Pastas. The other field is a list of spreads we want to be visible only if the personalizer selects the "Spreads" checkbox. See how this should look in your form builder below:
Step 2 - Add visibility rules
Let’s add some rules to the "Spreads" field so that it is only visible when "Spreads" is selected from the list of categories.
Select "Spreads" field, go to the Advanced tab
Change the Visible setting to dynamic using the lightning icon and click ‘Add the first rule’
Select the token “categories”, set the operator to “is one of”, and select one of the checkboxes from the first field. In this case, Spreads.
Step 3 - Save and test
Click "Save" to complete the setup. The field “Spreads” should be hidden and only become visible if you select the checkbox “Spreads” in the first field.
Example no. 2 in practice
Step 1 - Set up your fields
In this example, we need to have a "Checkbox" field, where the last value is labeled "Other". We also need to add another Input field, where the reader can input their own text to the form.
In our example, we’ve added a "Checkbox" of different foods labeled "What is your favorite food", including an option for "Other". We’ve also added a "Single line" input field labeled "Please specify". See how we’ve set up our form below:
Step 2 - Add visibility rules
Let’s add some rules to the "Single line" input field so that it is only visible when "Other" is selected from the list of foods.
Select the field and go to the Advanced tab
Change the Visible setting to dynamic using the lightning icon and click "Add the first rule"
Select the token “favourite_food”, set the operator to “is one of”, and select ‘Other’ from the list
Step 3 - Save and test
Click "Save" to complete the setup. The field with the custom answer should be hidden and only become visible if you select the checkbox “Other” in the first field.
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