Conditional Logic rules check to see whether their conditions have been met, resulting in certain questions being shown or hidden from view. On the Enroll Form, this includes adding additional questions under Yes/No, Single or Multi Select, or a block of questions based on a person’s answer. In the Enrollsy world, this is called conditional logic, and it’s simple to do.
Nesting Conditional Field
To create a conditional field, you must first "nest" it inside the question it relates to. To nest a field inside another, follow these steps:
Click the up/down arrow on the left side of the field label.
Then, choose the field you want to nest it inside of by clicking the down arrow on the right (when you hover over it, you'll see "Move into the field").
This converts the field from an independent element into a child field within the parent field so that you can add a condition. For example, only show the child field if the Enrollee answers yes to the parent question.
Once you've done this, you can click the setting/gear icon on the child field, and you will see an option to "Only show if..." NOTE: If you don't check this box, then the child field will always be visible.
Yes/No Questions - For Yes/No conditional questions, check the box then mark whether the conditional question shows up after the previous question is answered with a "Yes" or a "No" like this example:
Single or Multi-Select Questions- For Single or Multi-Select conditional questions, check the box then mark what the answer should be in the previous question from the choices. For example, if one of your options is "Other," then you can make a conditional question if the person marks "Other" as their answer, such as "Please describe" or "Explain," like this example:
In the above example, the next question after the Single-Select question is "Please specify," which will only show if the "Marital Status" question is answered with "Other." This is how the customer will see that question:
Be sure to click "Save" to save the changes.
Block of Questions
Another way you can use conditional logic is with blocks of questions, such as emergency contacts. You may have the following fields:
Name
Relation
Phone
Email
You can add a question labeled "Add Another?" to the end of the first "block." Then duplicate the previous fields and nest them under "Add Another."
Only the first Emergency Contact information on the Enroll Form will show with the question "Add Another." If that question is answered "Yes," then another contact will show, and so on. You can add as many "Add Another" questions as you need.
On the Enroll Form Editor, you can see all your conditional logic questions at a glance as the responses appear in green, red, or blue.
To learn more about how to customize your Enroll Form, have a look at this support article.