Overview
Nested conditionals mean that you create a conditional field that depends on another conditional field. This article will help you learn how to do that with Advanced Document Automation.
Conditional Fields Uses
1. Let’s say you need to ask Question A with the options "Yes"/"No".
2. If the answer is "Yes", then you ask a follow-up question (Question B) with options "Yes"/ "No".
3. Lastly, we have Question C, which only appears if Question B is "Yes". Question C is a nested conditional, as it depends on another conditional field's value.
How to build this scenario:
Step 1: Question A will be a single select field with Options 'Yes", "No".
Step 2: Question B will be a conditional field since it only shows up if Question A was answered "Yes."
Since Question B is also a Yes/ No field, choose the Single-select THEN statement.
Step 3: Lastly, we'll want to create Question C, which depends on Question B.
When you try to create the conditional field, you will notice that you cannot choose Question B in the IF statement dropdown.
Conditional fields are not supported in the IF statements, but there is a workaround! Transfer this field’s value to a formula field, and the formula field will appear in the IF statement dropdown with Question B's value:
Create a new field "Question B - Formula" and choose the Formula field type.
In the Formula textbox, reference Question B field.
Step 4: Create the Question C field now. The conditional field IF statement now will include "Question B- Formula" which has the value of Question B!
