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Conditional Formatting

What is Conditional Formatting?

You can set Conditional Formatting to hide, or show fields, as well as set the color of a field label, field label background, field value, or field value, according to their value, or other fields' values. Your conditional formatting will also be applied on the embedded version of your form (currently only Database Form and Raw Embed).

Setting up Conditional Formatting

Our example form design is a shop that has different categories and subcategories of products, named "Product Category" and "Product Type" respectively. We have set the product types in cascaded selections, but don't want to display the "Product Type" field when it's empty (when the category "Special Collection" is selected).

Navigate to Conditional Formatting under Form Tools in the Design Mode.

Click New Rule to set options.

For our example, we would like to show the field "Product Type" if the "Product Category" is not "Special Collection".

Multiple formatting conditions can be set by clicking + button for the conditional formatting rule.

You can click on New Rule to add a new rule. In the example below, we would like to color the label background of the "Product Name" field when the "Special Collection" category is selected. To set the color, you can click on the color swatch next to the field.

Make sure you save your form design.

The rule we have just set works great to avoid confusion during form filling.

Note: Previously, our conditional formatting setting was called "Form Rules".

Other than the example mentioned above, you can also compare a date field with time parameters. This is extremely useful when you want to highlight entries based on the date field on the listing page.

Hiding or locking action buttons

You can also hide or lock action buttons through conditional formatting. For instance, in "Purchase Requisition", you may hide the "Create PO" action button when the logged-in user is not "Procurement Officer" to prevent from inadvertently pressing the action button.

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