How to construct condtions so that multiple field with their own conditions get hidden if a different choice is selected?

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    Asked on March 13, 2015 at 12:51 PM

    Now I am having a different, but similar, problem with the same form. This is a common issue that I have experienced. When someone makes the following selections--

    [1] Enroll in the Health Plan Library service? (No)

    [2] Please choose one: (ERISA Wrap Plan Document & SPD)

    [3] Do you have an existing Polestar ERISA Wrap . . . (Yes, this is a renewal)

    --but then changes their selection at [1] as follows--

    [1] Enroll in the Health Plan Library service? (Yes)

    What is supposed to happen is when they answer "Yes" to [1], then questions [2] and [3] should disappear. They are conditional upon the answer to [1] being "No." But when I change [1] from No to Yes, although [2] correctly disappears, [3] remains visible. This doesn't make sense because the only reason they should be asked [3] is if they answer at [2] that they want an ERISA Wrap Plan etc.

    My conditions only deal with "SHOW" and do not use "HIDE." Do I need to include a HIDE for every condition to say what I don't want it to show? Maybe I don't understand the logic of SHOW, but I thought it meant something is shown *only if* the condition is met?

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    Answered on March 13, 2015 at 01:07 PM

    The issue that happens here is that the fields are each on their own and your conditions state that they should be shown if a certain value is met.

    Now there are 2 ways to resolve this.

    1st one would be to match the parent choice and then the the child field choices so if all of them are true, then to show or hide a field.

    This option is best if the fields you are showing are not one after another.

    You can see how to make AND condition rules here: How to Find The OR operator in conditions?

    The second option is much better, but would only work if the fields are one after another.

    What we basically do is that we add form collapse tool so that we can hide it and in turn it will hide all fields under it - see it like a group hide and show option.

    This way you can hide the fields that are shown based on the 3rd, etc branch

    In the example above, if the form collapse hides the options under the Question 1B that all would be seen as a group and if "Question 1" was to be changed, the only thing shown would be the Question 1A.

    I hope that this explains the process that is done, but you will be able to see how exactly it is done by following the steps here: Show or Hide multiple fields at once using form collapse tool

    Do let us know however if you have any further questions and we would be happy to assist.

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    Answered on March 13, 2015 at 01:34 PM

    Thanks for the explanation. I'll take a look

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    Answered on March 13, 2015 at 03:45 PM

    You are welcome.

    Do however let us know if there is anything that you are not sure with and we would be happy to assist :)