New Feature: Conditional Fields

03/04/2014 Posted by Brandon

We’re pleased to announce a major new feature: conditional fields.

You can now add rules to any field that can be used to set the value of that field. Rules can be based on other values from the same record.

Here are some examples of how conditional fields could be used:

  • the value of a Student Rank field is set to “Honor Roll” if the GPA is higher than 3.
  • the value of a Commission Rate field is set to 5% if the Years Experience is higher than 2.
  • the value of a Invoice Status field is set to “Overdue” if the Days Overdue is higher than 0.

To add conditional values to a field, first click on a field in your database to open it in edit mode. A new “gear” icon will display in the top right corner:

Click on that to open up a pop-up for “Advanced Options” where conditional values can be added:

Those rules set a commission rate to custom values based on the years of experience value. A default value is set with the 3 rule (with no criteria).

Once added a “conditional” icon is displayed with the field for easy identification:

Once a field is set to use conditional values it can no longer be added to a form or edited in inline mode. The values will only be set by the rules.

The rules run in order with the first match found. You can add a rule at the end with zero conditions that will set a “default” value in case any of the previous rules aren’t matched.