Conditional custom fields

The visibility of a custom field on a book form can be made conditional, meaning that the field will only be shown when certain conditions are met. This is managed using the Logic menu on a custom field that has been added to an item.

Some ways that conditional custom fields can be used:

• When a customer checks a box indicating that they need rental gear, a second field will appear, showing them a dropdown list of gear package options.
• When a customer selects “Other” from a dropdown list, a text box will appear asking them to specify.

In both of these cases, the second field will not be visible until a specific value has been selected on the first.

Adding display logic to a custom field

Before adding display logic, make sure you have at least two custom fields added in an item’s Options & Prices. Then follow the steps below:

1. Find the custom field that you want to make conditional (i.e. which field will only be shown when the conditions are met?).
2. Click on the custom field to show additional options.
3. Open the Logic menu.

4. Click Add condition.

   

5. Select the field that will determine whether the conditional field is shown.

6. Now determine what conditions must be met on the initial field before the conditional field is shown:

   • is not empty: Show the conditional field whenever any value is selected or entered
   • is empty: Show the conditional field if the initial field is empty or not selected
   • is: Show the conditional field only if a specific value is selected or entered (this option is available when the initial field is a single line text input, dropdown list of options, or quantity dropdown)
   • is not: Show the conditional field if any value has been selected or entered, except for a specific value
   • is empty or not: Similar to the “is not” option, but will also show the conditional field if the initial field is empty
   • is in range: will show the conditional field if the initial field is within the range set up (only applicable to quantity dropdown custom fields).

7. Click Add.

In the example above, we are telling the system to make the “Please specify” field visible only when Other is selected as an answer to the question “How did you hear about us?”

Working with multiple conditions

You can add as many conditions as you need, and specify whether all or any of these conditions need to be met in order for the field to be shown.

• Show when all conditions are true: All conditions must be met before the field becomes visible

• Show when any conditions are true: Only one of the conditions needs to be met before the field becomes visible

  

For example, you might have a dropdown field with several different retail options (t-shirt, jacket, sticker, poster), and you want to show sizing options when a customer selects a t-shirt or jacket. In this case, you’d set up two display logic conditions on the sizing options field (one for when “t-shirt” is selected, one for when “jacket” is selected), and then specify to show this field when any of the conditions are true.

Notes

• Since the visibility of a conditional custom field is dependent on another field, you will need to have at least two custom fields added to the same customer type (or whole-booking field group) in order to add display logic.

• By default, if the conditions aren’t met and a field is not displayed when a booking is being made, it won’t appear on the completed booking. If you still want to see the field on completed bookings, select the pencil icon in the custom field’s logic settings and uncheck the box next to Don’t add to booking if not shown.

  

• Only certain custom field types can determine the visibility of other fields. You cannot add a condition based on a label, transportation, waiver, or multiple text input field.