Configure conditional visibility

Conditional visibility controls whether a field is displayed or hidden dynamically based on defined conditions, such as the value or state of another field.

Configuration applies to:

Business use cases

Conditional visibility can streamline form interactions and improve workflow efficiency by ensuring that users only see fields that are relevant to their current context. Key scenarios include:

  • Dynamic forms: Show or hide fields based on user input to reduce complexity.

  • Context-aware workflows: Display fields only when they are relevant to the current scenario.

  • Validation simplification: Prevent unnecessary data entry by hiding irrelevant fields.

Procedure

The following procedure uses the example of an employee expense reimbursement form to show how conditional visibility works in practice. It demonstrates how fields show or hide based on form input, covering all operators, comparison types, and invert logic.

  1. In the Application tree, select the field whose visibility you want to control.

    For example: the Manager Approval field.

  2. In the Settings/properties pane, enable conditional visibility for the field by selecting Visible.

    Result: The Conditional Visibility options section is activated for the selected field.

  3. In Operator, select an operator to define how the controlling field’s value determines visibility.

    1. Is Empty

      No comparison value is required. Fixed Value and System Variable are hidden.

      Example: Show Upload Receipt Reminder only while Receipt Uploaded is empty. The field disappears as soon as a receipt is uploaded.

    2. Equal/Not Equal

      Requires a comparison value: either Fixed Value or System Variable.

      Example (Equal + Fixed Value): Show Travel Details only when Expense Type equals Travel.

      Example (Not Equal + Fixed Value): Show Office Supplies Notes whenever Expense Type is not Office Supplies.

      Example (Equal + System Variable): Show My Pending Approvals only when Assigned Approver equals the current user.

    3. Greater Than/Greater Than or Equal To

      Show numeric/comparable fields based on thresholds.

      Example (Greater Than): Show Manager Approval if Amount is greater than $1,000.

      Example (Greater Than or Equal To): Show Finance Review Notes if Amount is greater than or equal to $5,000.

    4. Less Than / Less Than or Equal To

      Show numeric/comparable fields for lower thresholds.

      Example (Less Than): Show Fast Track Approval if Amount is less than $100.

      Example (Less Than or Equal To): Show Auto-Approval Notice if Amount is less than or equal to $500.

  4. Choose the comparison source (if the operator is not Is Empty):

    1. Fixed Value: Compare against a specific static value.

      Example: Show Travel Details when Expense Type equals Travel.

    2. System Variable: Compare against a dynamic system-provided value (for example, current user).

      Example: Show My Pending Approvals when Assigned Approver equals the current user.

  5. To optionally reverse the condition outcome, select Invert Logic.

    Result: The condition outcome is reversed. The field is hidden when the condition is met and shown when the condition is not met.

    Example: Hide Manager Approval if Amount is greater than $1,000 instead of showing it.

  6. In the Shell bar, select Save.

  7. In the Preview pane, confirm that the target fields appear or disappear according to the configured conditions.

Result

  • You have applied conditional visibility rules to dynamically show or hide fields based on form input.

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