You can define rules to show some steps of your onboarding progressively or in specific situations. For instance, you can decide to display a step only if a form has been filled in.
Example: I want to display a document to be signed once the payment is made by the client.
Creating conditional display rules
- Go to one of your Clustdoc processes
- Select the step, document or line item to be shown in a specific situation and click
'Setup' to open the settings window - Go to the 'Conditional Display' tab and create your display rule
Types of triggers available
| Condition | Example |
| Depending on another item of the list | Display Item B when item A status is "In progress" |
| Depending on the stage of the application | Display Item A when application stage equals to "In review" |
| Depending on a form field value | Display Item A when field "Age" of Form "Identity Form" is greater than 16 |
| Depending on the value of global information | Display Item A when field "Recipient's company" is empty |
Stacking display rules
You can add as many conditions as you want per line item.
The difference between simple and complex formulas
Conditional display rules must remain simple and follow basic logic, only simple formulas will be supported.
- First example: {If X and Y or Z or A} is a simple formula, however {(If X and Y) or if Z or if A} is a complex formula and will not be supported using our conditional display module.
- Second example: {If X and Y or Z or A} is a simple formula, however {(If X and Y) or If (X and Z) or (If X and A)} is a complex formula and will not be supported using our conditional display module.
Rules & 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 the other ones are not.
Spotting a line item with conditional display
When a line item has a conditional logic attached to it, the little conditional display marker is on:
What's the difference between merge fields, conditional display and logic jumps?
Read this article to learn more.
Do conditional display rules apply to the admin checklist view?
No. Conditional display rules allow you to dynamically display some of your checklist steps to end-users only. As a result, an admin user would see the entire content of the checklist in order to review applicable items properly.
In the example below, we can see that the form step is internal, so adding a conditional display to it, will have no effect since it's not displayed to end-users.
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