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  • Profile Image

    Am unable to make the new hide/show sections work as I intend

    Asked by jolomero on July 26, 2013 at 08:58 PM

    Hi there, 

    I'm having difficulty getting conditional fields to work properly after putting in the collapse sections.

    My form is a registration form for a meeting.  There are 3 types of payment levels and 1 additional level for board members who do not pay to attend the meetings.

    i want the form to load with only the levels, full name and email address, plus payment/registation instructions showing.  I don't want any of the other options to show until the different levels are selected.

    I did have this working prior to adding in the sections, so I suspect there is something I am not doing properly.

    Can anyone point me at a decent way to get this started?

    Cheers, 

    Joss

    Page URL:
    http://form.jotformpro.com/form/32045366416956?

    sections registration form email name
  • Profile Image
    JotForm Support

    Answered by EltonCris on July 26, 2013 at 11:13 PM

    Hi Joss,

    I just checked your form and all its conditions are marked as "disabled". I have then cloned your form and enabled them, the first condition is actually right but I'd suggest to do it this way so the fields are hidden when the form is loaded.

    --
    I am trying to build the conditions for you but I am out of details like if the selection is "Students", what group of fields/collapse should be shown? Same with "Credentialed ICF Member (ACC, PCC, MCC)". Can you please provide further details?
    Thanks!
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    Answered by jolomero on July 27, 2013 at 07:55 PM
    Oh Wow! thank you for the response.
    Yes, I disabled all the conditions as I was getting confused by them myself!
    So, to answer your questions:
    For students and for guests/non-members, they should see the 'about' piece (is this the first time you've attended
    .. )
    for Credentialled members, they don't need to see is this the first time, but they do need to see "are you bringing a guest". If they say no, then the guest info goes, if they say yes, then guest info appears (i've tried this a number of ways and think it's not right the way I have it set up right now).
    The tricky option is for those who are board members. There is no button for them, they are actually amongst the credentialed members group, and I wanted to identify them with some kind of unique key, so I had set them up as being triggered by putting in their email address [using if email is equal to (for example) joss.icfvan@gmail.com] then hid all the guest stuff and add in the bit about confirming they are a Board member (I wanted to use this field to trigger a board member only auto responder and thank you page).
    Is this making any sense?
    Cheers,
    Joss
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    JotForm Support

    Answered by jonathan on July 27, 2013 at 10:37 PM

    Hi Joss,

    Please test this form http://www.jotformpro.com/form/32078798229973. Give us your feedback if it meets your requirements. I have setup the condition like this

    (please note that I did not modify yet the disabled conditions that was in your form originally)

     

    The tricky option is for those who are board members....

    You can test the email technique for the board member.. if you used noreply@jotform.com as the email answer, it will prevent viewing the Guest details.

    Please update us.

    Thanks.

  • Profile Image
    JotForm Support

    Answered by EltonCris on July 27, 2013 at 11:03 PM

    Hi Joss,

    In addition to my colleague, check out what I've got. Hopefully this meets your requirements. Honestly, me too is having a bit trouble figuring out an accurate solution. It seems conditions always conflicts when a field is used multiple times in conditions. Somehow, check this: http://form.jotformpro.com/form/32068446170957?, try entering "board@email.com" on the email field to reveal the board registration info and it's submit button. Try to check everything as well.

    To be able to see/change the conditions on this form, simply clone the form to your account. How to Clone a Form from a Web Page

    Thanks!

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    Answered by jolomero on July 27, 2013 at 11:27 PM
    Well, wow again!
    yes, this latest version is the closest. The only thing I need to do for the Credentialed member is hide "is this the first time you have attended
    "
    Does it help here if I pre-select one option, for example the Student option as the default selection when the page loads?
    I really do like that the board registration button only appears after the confirmation button is selected. :)
    You guys are amazing! Thank you so much for the help and support!
  • Profile Image
    JotForm Support

    Answered by EltonCris on July 27, 2013 at 11:59 PM

    @Joss

    Yes, it's really a big help if there's a default selected option on the dropdown field.

    Try checking the form now: http://form.jotformpro.com/form/32068446170957?

    Feel free to clone it if you like. Thanks!

  • Profile Image
    JotForm Support

    Answered by EltonCris on July 28, 2013 at 12:00 AM

    Sorry this is the correct form: http://form.jotformpro.com/form/32068446170957? :)

  • Profile Image

    Answered by jolomero on July 29, 2013 at 08:00 PM

    @EltonCris

    Thank you so much - it works perfectly.  Now I can put in the emails that are associated with the board members themselves.

    My last question is should I do it as an if email is blah blah blah, or email is blah2 blah2 blah2 etc. or as separate conditions?

    Thanks so mcuh :)

    Joss

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    JotForm Support

    Answered by Welvin on July 29, 2013 at 08:43 PM

    Hi Joss,

    If you are hiding/showing another field, then you have to create a separate logic. If you are hiding/showing the same field, add the logic to the current one as suggested by my colleague. Ye, you can use the rule "If Email is equals to <email>"

    Thanks

  • Profile Image

    Answered by jolomero on August 15, 2013 at 10:51 PM

    Hi everyone!

    I had this working perfectly.... and then I had to add another set of hide/show criteria.

    The form now has to include hide/show for 2 other emais, volunteers... I can get it to work.. sort of... I just get some additional sections showing that I don't want.

    This is a link to one that is working: http://www.jotformpro.com//?formID=32097470585966

    This the link to the one that is not: http://www.jotformpro.com//?formID=32244373019954

    Any insights?

    Joss

  • Profile Image
    JotForm Support

    Answered by guilledutra on August 16, 2013 at 11:43 AM

    Hi, which additional sections do you need to hide? could you take a look at this changes that I made to the Volunteer Mails conditions, (it just an example, I'm not quite sure which sections should be hidden).

    Hope it helps

    Please let us know if you need further assistance

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    Answered by jolomero on August 16, 2013 at 01:30 PM

    Thank you, I have these in my rules in this form: http://form.jotformpro.com/form/32244373019954

    However, when I actually work with the form, the "Are you bringing a guest" and the "Start Members registration" areas still show.  

    The whole form works fine otherwise, except when I added these two additional emails.

    Somehow I couldn't embed this image into this reply so here is a link to it: http://cloud.beinginaction.ca/image/1c0J0r2q0i0l

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    JotForm Support

    Answered by Mike_T on August 16, 2013 at 04:16 PM

    As far as I can see, the 'Are you bringing a guest?' question is hidden now. The 'Registration Details' field is showing up, but it is not attached to any condition.

    Do we need to check something else there? Thank you for your cooperation.

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    Answered by jolomero on August 17, 2013 at 12:28 AM

    Hi Mike, "Are you bringing a guest? question is not hidden.

    What I am trying to do with these conditions is limit the form to just showing volunteer registration information.

    The attached screenshot shows what I mean.  I DO NOT WANT the "Are you bringing a guest?" question to show.  In the conditions, I have set that question to hide, but it is still showing.  Not a cache issue as I've tried clearing that.

    Picture shows the status now.  Can you check the conditions I have made to see what is getting in the way?

     

    http://cloud.beinginaction.ca/image/323H0F2A3u2b

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    JotForm Support

    Answered by KadeJM on August 17, 2013 at 11:39 AM

    I also looked at the above form you mentioned and after selecting some questions it seems to work the way that you are stating that you wanted it to work.

    I could only get the " Are you bringing a Guest? " Question to appear when selecting Credentialed ICF Member. Is this still showing on your end then from what you are saying? If so please try Clearing your Form Cache to see if this helps to update it? If not, then is it embedded somewhere perhaps or are you using the direct link?

    We can see the Conditions that you have hiding this are only set based on email addresses but may I ask how you are seeing it or what are you doing that is showing that it is still not hiding as you planned?

     

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    Answered by jolomero on August 17, 2013 at 02:48 PM

    Hi, Thanks for asking this question.  It seems I need to go back and outline the original purpose of this form, in order for us to actually solve the right problem!

    The registration form is for a meeting.  The default view of the form shows "I am a: select" on a drop down menu.  What the screen shows is essentially the default view for the whole form.

    Now, to modify it we have 2 types of registrants.

    One type is non-members/guests.  We only want to know if this is the first time they have attended a meeting. They make a choice and then proceed to pay. The form is working fine for them.

    Our 2nd type are credentialed members.  For this, there are three sub-categories.

    The first is a regular credentialed member.  We want to know if they are bringing a guest.  If not, then they pay and we're done.  If they do, then they see the amended form which asks some guest related questions.  This seems to be working fine.

    Now we have credentialed Board Members:  They do not pay to attend the meetings. They do not bring guests.  We filter them out using specific email addresses.  When they enter their email address the form changes and asks them to confirm that they are indeed a board member, sends them a message and they click the button that says "Board Members Registration" at the bottom to register.

    Finally, we have credentialed Volunteers.  Like the Board Members, they do not pay to attend the meetings. They do not bring guests.  I have tried to filter them out also by their specific emails, using a new conditional rule.  This does not seem to be working.  They should, when they enter their email address see a similar format to the Board Members, except that it is geared towards the volunteers.

    I have checked all the caches.  I have had other people test this form, using the correct form: https://secure.jotformpro.com/jolomero/2013September and there is still a problem with getting the volunteer registration option to work.

    I have currently DISABLED the volunteer conditional rule as this form is live and needing to capture registration info now.  

    I do not know if there is a flaw in the volunteer  conditional rules I have set up.  I do not know if it is something to do with the order in which the rules are read.  I have tried various different rules/locations/sequences etc, and I am unable to get the volunteer registration to work in similar fashion to the Board Member registration.

    Hopefully this helps!

    Cheers, 

  • Profile Image
    JotForm Support

    Answered by jonathan on August 17, 2013 at 06:00 PM

    Hi,

    I reviewed again the condition of your form http://form.jotformpro.com/form/32244373019954 . And in my assessment, the disabled condition should indeed be disabled or remove. Because that condition will only conflict with the current other condition in your form. Please check this image to see what I am referring to (click on the image to zoom in)

     

    After a thorough review, I think we should revise the form... Will it be OK to use a different form? 

    You mentioned that it was "Live" already, so, I am not sure if we can still take the new revision option.

    I will understand if you are againts this for all the efforts that had already been done. BUT this is only my suggestion, so, you can disregard it.

    In my view, it would be more simpler if each selected option for "I am a:" is completely separated from each other... create full separate section for each of them.

    Meaning, do not let each option (Select, Guest/Non Member, Credential ICF/Member) share any fields between them like the E-mail, Full Name, Guest Name, and Guest E-mail fields.

    Basically what I had in theory is like this:

     

    I am a:

            Select
            Guest/Non Member
            Credential ICF Member

    -------------------Section#1-------------------------------
    For Select:

    E-Mail
    Full Name

    -------------------Section#2-------------------------------

     For Guest/Non Member

    E-Mail
    Full Name
    Is this the first time?


    -------------------Section#3-------------------------------

    For Credential ICF Member

    E-Mail
    Full Name
    Are you bringing a guest?
    Is your guest an ICF member?
    If your guest is an ICF member, does he/she wish to receive CCEU's?
    Guest Name
    Guest E-mail
    Please confirm that you are currently Volunteer of the Program?
    Volunter Registration (submit button)

     -------------------Section#4-------------------------------

    This section is the only section that all 3 should share
    Registration Details
    Meeting Fees
    Register for the Meeting (submit button)

     

    I think if you do it like this, creating the condition will be easier.

    The one part of I am not very sure how to do here is the "Volunteer Registration" -- when I check your form, I could see a separate submit button for Volunteer, meaning if selected to be a Volunteer, then I will no longer use the "Meeting Fees" and "Register for Meeting". Perhaps you can enlighten me on this.

    I will try to create the form I metioned, I will get back to you when I did so that you can assess also.

    Hope this help in any way. Contact us for any comment/feedback you have.

    Thanks.

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    Answered by jolomero on August 17, 2013 at 08:08 PM

    Hi Jonathan, 

    Please yes feel free to clone this form if you want.  I have one in my archives that you can use if you don't want to clone this one.  (it doesn't have the piece about volunteers in it so that might not work for your purposes.) 

    http://www.jotformpro.com//?formID=32097470585966

    The current live form will be used for several months after the event in September.  Changing it is not a problem really as I can download etc all names and stuff for another database that I use later.

    Yes, you are correct.  When someone is a volunteer they don't pay meeting fees.  They just have to confirm that they are indeed volunteers and then click the button that says "volunteer registration".

    Thanks