Insert Conditional Fields to the Electrical Service Contract and eSign it in minutes

Aug 6th, 2022
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  7. Produce reusable templates for commonly used documents.

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How to Insert Conditional Fields to the Electrical Service Contract

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whats going on everybody its richard koberger here the blue collar nerd and in this video im going to be showing you how to use a super useful new feature that has just come to forms which is conditional logic im super excited about this because ive been asking for this feature for a long time since before i even worked at service titan in fact heres a clip of me asking for it in my christmas wishlist video back from the olden times of 2019 if then statements are a must i need to be able to say that if answer to this is yes then populate these questions for example if is there a furnace equals yes then populate all these furnace-related questions otherwise dont bother my technician with them just clutters up the form makes it more clunky makes it harder to understand for both the technician and the client and now that feature is here let me show you how it works so before i show you how to actually build a form using conditional logic let me just show you a form that ive alread

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Select the Fields button in the top right corner of the page. Find the Select field dropdown beneath the list of current fields. Start typing, or use the dropdown menu to select and add fields to the issue type.
Conditional fields allow you to manage sets of dependencies between fields. Such fields are available for editing and display only if the right condition is met. To create conditional fields, you must first create custom fields and then leverage such fields in forms.
Go to Jira Administration Issues. Select Custom fields from the menu in the Fields section. Click Add custom field. Select one of the dynamic fields from the list (in the advanced section). Click Next. Configure the selection criteria for the field: Name and Description (optional). Click Create.
Hide and show form fields Go into edit your form. Open the Field Options for the field that you want to conditionally hide or show. Select Use Conditional Logic and add any criteria that you want. Now, when the user meets the criteria in the conditional logic, the hidden field will appear.
Add a conditional field to a service project Go to Settings ( ) Issues. From the navigation on the left, select Custom fields. Select Create custom field in the top-right corner. Choose Select List (cascading), and then select Next. Name your field, and add a description if desired. Select Create.
Create a new custom field Select Issues. Under FIELDS, select Custom fields. Click Create custom field. Select the type of field you want to create and click Next. Add the details for your field. When you have entered the field details, select Create.
If you edit your CF7 form, you will see an additional tag called Conditional fields Group. Everything you put between the start and end tag will be hidden by default. After you have added the field group(s), go to the Conditional fields tab to create one or more conditions that will make the group(s) appear.

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