Add conditions on Journey fields

Modified on Tue, 23 Jun at 10:33 AM

Show or hide fields based on earlier answers to personalise the journey and keep it concise - for example, showing second-applicant questions only when a second applicant exists, or asking follow-up medical questions only when relevant.

Key Concepts

  • Child field - the field you want to show or hide; conditions are applied here
  • Parent field - an earlier field in the journey whose value the child field checks
  • OR conditions - field shows/hides if one or more conditions are met
  • AND conditions - field shows/hides only if all conditions in a group are met; AND groups are linked by OR
  • Conditions can span page breaks

Add a Condition

  1. Add a field to the journey in the normal way
  2. Hover over the field to reveal the field options
  3. Click the Conditions icon to open the Edit conditions menu
  4. Click Add condition
  5. Select Show this field or Hide this field
  6. Configure the condition:
    • Field - select the parent field from the drop-down
    • Comparison - select the comparison operator (only relevant operators for that field type are shown)
    • Value - enter the value to check (format depends on field type)
  7. To add an AND condition in the same group, click + AND
  8. To add an OR condition, click + OR
  9. Click Save
  10. A conditions icon appears next to the field label when a condition is applied

Edit or Delete a Condition

  1. Hover over the field to reveal the field options
  2. Click the Conditions icon to open the Edit conditions menu
  3. To edit, update the FieldComparison, or Value
  4. To delete, click Remove
  5. Click Save

Tips

  • If a parent field is deleted, its child field's condition breaks - the journey editor shows a red conditions icon next to the affected child field(s). Until corrected, the child field will never appear.
  • You cannot add a condition to the first field in a journey - there is no parent field above it to check.

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