How Can I Use Conditional Forms to Customize My Registration Form?
The Conditional Forms feature allows you to create customized registration forms that adjust based on user selections. This ensures that registrants only see fields relevant to them, improving the registration experience while making data collection more efficient.
With Conditional Forms, you can set up forms to display or hide specific fields based on responses. For example, if a parent selects “Yes” for extended care, a time selection field will appear. If a parent selects "Bus rider" under "Standard dismissal," a new field appears asking them to select their child's bus number. If they choose "Bus not listed," an additional text field appears for them to manually enter the bus number or name. This helps simplify the registration process and ensures you collect the necessary information without overwhelming users with unnecessary questions.
Go to the Admin Dashboard > Toolbox > Forms
Choose the type of form you want to manage (Registration forms or Follow up forms)
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Note: The process for managing and editing Registration and Follow-up forms is the same. In this article, we use Registration form management as an example.
- Use the search filter to find your desired form
- Hover over ... button under the Actions column
- Choose View/Edit > Select Edit option
- Scroll down to find the Add New Section button at the bottom right of the page.
- Click Add one + to insert a new field into your form.
Note: You can apply conditionals to both predefined items and new items in your forms.Before applying conditional logic, add all possible options for the selection field.
- If you are creating a Teacher Name dropdown, list all available teachers and include “Teacher not listed”.
- If you are creating a Bus Number dropdown, add all available buses (e.g., 012 Yellow, 023 White) and include “Bus not listed”
- Click on the field that should appear based on user selection.
- Check the "Is Conditional?" box to activate the setting.
- Under Related Elements, choose the field that will control when this new field appears.
- Under Related Element Value, select the specific choice that will trigger the field.
- If the Teacher Name field is set to “Teacher not listed”, a text box appears for users to enter the teacher’s name.
- If the Bus Number field is set to “Bus not listed”, a text box appears for parents to type the bus number.
- Click Save to apply your settings
- Click Save & Continue to finalize your form setup.
Contact us
Please don't hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.
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