Nested Conditionals: Create Conditional Field that is Depending on another Conditional Field

[Eszter]

Many customers have asked us if there is a way to create a conditional field that depends on another conditional field. The answer is Yes , and we’ll walk you through how you can build this field.

Let’s say we want to create a questionnaire and ask the number of children the Decedent had (these are all conditional input, so they only display when you need them) then, whether they are living or deceased children, you want to ask some follow-up questions.

1. Create your trigger question (single-select field) with the options you want your clients to choose from. Then create the conditional inputs to ask the Child’s names and a conditional single-select to ask if they are deceased. (step by step instruction here)

2. Next, we want to create the “Child 1: State and Year of Death” field if they are deceased and “Child 1: Address” if they are not deceased.
   When you start creating this field, you will see that the “Child 1 Deceased?” is not on the IF statement dropdown list.

3. We have to transfer this field’s value to a formula field, so this field will appear in the IF statement dropdown.

4. Duplicate the conditional field you want to use in the IF statement, change the field type to Formula, and in the Formula textbox, reference the field.
   

   

5. This will transfer any information entered to the “Child 1 Deceased?” into the formula field.
   Now, this formula field will be available in your IF statement selection.

Note: Formula fields don’t require user input, they will be hidden in questionnaires, and you can turn on the Simple view to exclude this field in Word add-in. You can review here if your plan includes Formula fields.

Download this document if you want to review the fields!
Weekly tip.docx (21.2 KB)