Available with a Gold plan
You can define rules to show some required documents to specific people or in specific situations. For instance, you can decide to display an item only if a form has been filled-in.
Example: I want to display a document to be signed when the payment is made my the client.
Add a condition
1.Go to one of your Clust templates
2. Select the document or line item which applies in a certain condition and click
'Setup' to open the settings window.
3. Go to the 'Conditional Display' tab and create your display rule.
Types of triggers available
|Depending on another item of the list||Display Item B only if line item B status is "In progress"|
|Depending on the stage of the application||Display Item A only if application stage equals to "In validation process"|
|Depending on a form field value||Display Item A only if field "Age" of Form "Identity Form" is greater than 16|
You can add as many conditions as you want per line item.
Multiple conditions boolean operators
When adding a condition you can change the boolean operator associated : AND / OR .
- If you choose AND, the item will be displayed ONLY IF the condition is satisfied.
- If you choose OR, the item will be displayed IF this condition is satisfied even if other ones are not.
Conditional display marker
When a line item has a conditional logic attached to it, the little conditional display marker is on: