Stacey MakinAsked on July 12, 2023 08:15 PM
Hello! My team wants to ensure that we can list out a list of multiple "subverticals"
based on which "verticals" are checked (whichVerticals22)
Reason is the list can get extensive and we only want the users to see the subverticals relevant to their earlier selection, BUT we want to include all the subverticals associated with earlier checkbox choices displaying and selectable.
I short - vs our setup now - we want to have the same functionality in terms of conditional dependent visibility, BUT have all the views be within ONE - not multiple - fields - so we can map it to our salesforce.
Seems like the visibility logic only enables showing or hiding questions, not differentiating what choices are shown in that question?
If thats case how is this achieved - calculations? (Not even sure a calculation can be the source of dropdown choices on jotform, plus there must be better ways than that.
Thanks so much!
Terry JotForm SupportReplied on July 13, 2023 04:51 AM
Hello Stacey Makin,
Thanks for contacting Jotform Support. Allow me some time to prepare a workaround for the issue. I'll update you via this thread right away.
Terry JotForm SupportReplied on July 13, 2023 05:50 AM
Hi Stacey Makin,
Thanks for your patience and understanding. You can divide options into various sub-dropdowns and show or hide them based on criteria instead of utilizing Dynamic Dropdown. After that you can use Form Calculation widget to get the question answers in one place. Lastly, create another field that salesforce integration supports map to and pass the data from Form Calculation widget to that field.
Here's an example to help you emphasize the workaround: If the user chooses Q1 from the first dropdown (Dropdown Main Question), the dropdown that contains 's sub-options (Q1-1, Q1-2, Q1-3) will be displayed. The user's option will be copied into the Form Calculation box when they make it. That way you are able to only map one field into the integration covering whole answers because Form Calculation will be able to merge these sub-options. Let me explain the scenario I've mentioned step-by-step.
- Drag the Dropdown field into your form using the Add Form Element + button in Form Builder.
- Select Edit Options from the Dropdown field, then enter the choices you want to present to the user.
- After that, create sub-dropdown for the Questions presented as options on the (Dropdown Main Question)
- Now you can use conditional logic to hide the sub-question based the answer given for the Main Question. It will be set as following.
- Add Form Calculation widget to your form.
- Set the Form Calculation widget's calculations as follows:
Now, your question answers will be automatically collected onto Form Calculation widget but since Form Calculation widget might not be supported on the SalesForce integration we'll create another Short Text field and pass the information from Form Calculation widget to that Short Text field using conditional logic. Please check the steps below on how to do this.
- Add a Short Text Field to your form.
- Using Conditional Logic > Update/Calculate Field, pass the information to the Short Text field by setting the condition as follows:
That's it. Now, user's answers will be automatically collected on one field, the Form Calculation widget. After that we pass that information onto a Short Text field so it can be mapped while using Salesforce integration. Here is a GIF on how it works:
You can also clone this demo form to your end and check out all the fields and conditions.
Here is the link of the demo form: https://form.jotform.com/231932161562048
I hope this workaround helps. If you need further assistance, please let us know.