DeskDirector Forms - Sections and Conditionals

This article has been merged into our wider documentation on DeskDirector Forms.

Sections & Conditionals Overview

Sections

When you create a Form, it will appear in what is called the Base Section by default. That translates to the form having one page in the Client Portal. Forms let you add new sections to your form, so you can break the form down into multiple pages making it easier to fill and more digestible for users.

To add a new section all you have to do is click on Sections and on the Add new section button. You can then give it a name and click on Edit Fields.

If you want to rename, reposition, copy, delete, edit, or set conditions to the the sections you created, all you need to do is click on the Section name and you will be presented with these options.

The delete icon is greyed out on the Base Section as this can't be removed.

The 'set condition' option helps define whether the section should only appear if the end user chooses a specific answer to one of the previous section's questions. More information is discussed below.

Always remember to save (top right of the page) before you leave the page.

Conditionals

You can have additional questions (and full sections) appear to the end users based on what they answered in previous questions. To set a conditional question up, click on the menu icon at the bottom right of the question's/section's box:

IMPORTANT
Conditionals can be set when your form has a Yes/No or a general Choice question to choose answers from.

  1. You will get prompted to choose the Dependent question
  2. You will then need to define the rule you want this conditional question to follow. (In the example above, the question will only show if you select "Milk Chocolate".)
  3. Remember to click on Set condition to save all your changes
Always remember to save (top right of the page) before you leave the page.

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