Using field rules to show hidden fields

You can use field rules to show hidden fields in your survey or quiz. This is a really great way to only show specific fields when they're relevant to the user. For example, if you ask someone to select their preferred contact method and they select "Email", then you could display a field to gather their email address.

Field rules can either display a single hidden field, or an entire group of hidden fields, based upon a user's response to specific question.


Step 1. Add your hidden fields

The first step is to hide the fields that you only want to display by the field rule.

  1. Edit the field, or create a new one.
  2. Select the Hidden checkbox under the field's Display Properties tab.
  3. Save your changes.

Hidden fields will appear with a slashed eye () icon in the workpad.

Setting a field as hidden

Hidden fields in the workpad


Step 2. Set up your field groups (optional)

If you want a field rule to hide multiple visible fields at one time, you can do this by placing those fields into a single group. You can have multiple groups in your quiz or survey, but each field can only belong to one group at a time.

  1. Edit your field, or create a new one.
  2. Click on the field's Advanced Customization tab.
  3. Use the Group ID to assign this field to a group.
    • If you have not yet created any groups in your survey or quiz, click the Add Group button to create a new one.
    • Otherwise, select one of the existing groups from the dropdown menu. You can select from any group that has been created in that survey or quiz.
  4. Save your changes.

Fields assigned to a group will display a group () icon in the workpad.

Adding a field to a group

A grouped field in the workpad


Step 3. Create your field rule

Once you've configured your hidden fields, you're ready to create your field rule.

  1. Click on the Add/Edit field rules button under the Fields tab.
  2. Click on the Add Rule button.
  3. For the If row:
    1. From the first dropdown, select the field that will trigger the field rule.
    2. From the second dropdown, select the logic to use.
    3. From the third dropdown, select the value that the user must select in that field to trigger the rule.
  4. For the Then row:
    1. Select Show from the first dropdown.
    2. From the second dropdown, select field or group that you want to display. (Groups will display at the bottom of the list of fields.)
  5. Save your changes.
Adding a field rule, part 1

Adding a field rule, part 2 

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