Conditional sections

A Conditional section is a group of fields that stays hidden on the form until another field on the same template is answered a certain way. Use it to ask follow-up questions only when they’re relevant, instead of showing every possible field to every field worker. For example: only ask for a damage description and photo when a condition rating comes back Red, or only ask for a reason when someone answers No to a checkbox.

How it works

Every conditional section has three parts:

A trigger field — one other field on the template, chosen from a dropdown of its siblings.
A list of matching values — one or more values, one per line. The section appears if the trigger field’s answer matches any value in the list (an OR match).
Inner fields — the fields that only appear once the condition is met. These can be any field type, including short text, image upload, or PDF upload.

A conditional section can’t use another conditional section as its trigger. The Field dropdown only lists non-conditional siblings.

Step 1: Add a Conditional section field

Open your template, scroll to the Fields section, and click ＋ Add field. Choose Conditional section from the bottom of the type picker.

Field type picker with Conditional section highlighted

Step 2: Name the section

Click the new field row to open the Edit field panel. Set the Field name and, optionally, the Section heading shown to the worker — this defaults to the field name if left blank. A Section ID is generated automatically from the section name.

Don’t change the Section ID after reports have been submitted. It’s a stable runtime key — changing it breaks references in reports that were already submitted using the old ID.

Step 3: Set the trigger field and matching values

Scroll down in the panel to Show this section when….

Show this section when panel, trigger field set to new_rag equalling Red

Field — pick the sibling field whose answer should control visibility.
…equals one of these values — list the value or values that reveal the section, one per line.

In the example above, the trigger field is a RAG field and the listed value is Red, so the section only appears if the field worker sets that rating to Red. The same pattern works with any field type as the trigger. A short text field can gate a section on an exact answer:

Trigger field set to a short text field equalling james

And a combo box can gate a section on one of its option values:

Trigger field set to a combo box field equalling no

For a combo box or checkbox trigger, match the option’s underlying value (for example yes / no), not necessarily its display label, if the two differ.

Step 4: Add inner fields

Under Inner fields, click ＋ Add inner field for each field that should only appear once the condition is met. These work exactly like top-level fields — name them, pick a type, configure options — but they’re nested inside the section rather than sitting loose on the form. Click Apply to save the conditional section, then save the template as normal.

Tips

Matching is OR-based across multiple lines, not a range or comparison — there’s no “greater than” or “not equal to,” only “equals one of these listed values.”
If you change the trigger field or values later, it only affects future submissions. Reports submitted under the old rule keep their answers.
Data entered into a conditional section’s inner fields is preserved even if the section is later hidden by a change to the trigger’s answer — it just doesn’t display.

Field types reference

See the full list of field types available in report templates, including Conditional section.