Understanding conditional logic in fields

Conditional logic allows you to set rules that determine the behavior of a field based on values from other fields. You can configure conditions to dynamically display this field as optional or mandatory in the create form or during inline editing on the details page, adapting to the editing requirements.

Supported field types

You can define conditions using Single-select dropdown, Radio button, or Checkbox field types.

A Single-select dropdown or Radio button field type lets users choose one value from a list, and that choice can make a field be displayed as optional or required.

A Checkbox field type works based on whether it is checked or unchecked, making it useful for scenarios like showing additional fields only when a specific option is checked or unchecked.

Setting up conditional logic

• Click Setup from the left sidebar menu, then navigate to the respective module. For modules like Contacts and Companies, the fields listing page opens immediately. For modules like Pipelines or Sales Documents, open the Fields tab.
• Locate the field you want to configure.
• Click Add under the Dynamic field behavior column of the field and select Conditional logic from the options. This opens the Add Conditional Logic drawer.
• Alternatively, click Add Conditional Logic in the individual field’s configurations page under the Field Display and Editing Configurations section to open the Add Conditional Logic drawer.
• Select a field from the dropdown and define the criteria to add a condition.
• Click Add condition to include multiple conditions and decide whether all/any of the specified conditions must be met.
• After adding conditions, select whether the field should appear as optional or required in create forms or during inline editing on the details page.
• Click Add to save and apply the settings.

You cannot add conditional logic to a field that is already included in the create form.
Additionally, you cannot add conditional logic to a field that already has a controlling field.

Behavior of fields in create form with conditional logic

Conditional logic controls when certain fields appear and whether they are required, based on the values entered in other fields in the form. This ensures users only see and fill in fields when they are relevant, reducing clutter and capturing important details at the right time.

Imagine you manage service requests for a logistics company. You want the Installation date field to appear as mandatory only when the product Category is Hardware and Service type is On-site installation.

Set up conditional logic so that the Installation date field only appears and becomes required when both conditions are met.

How does it work?

• If Category is Hardware but Service type is Other, the Installation date field will remain hidden.
• If both Category is Hardware and Service type is On-site installation, the Installation date field appears and becomes mandatory in the form.

Behavior of fields in details page with conditional logic (inline editing)

When editing a record, conditional logic works the same way as in create forms. Fields will appear and may become required based on the conditions you set.

Imagine you are managing a sales opportunity. At the early stages, you don’t need to know the closing date because the deal is still in prospecting stages. However, once the opportunity moves to Qualification, Proposal, or Closed won, the closing date becomes critical for predicting revenue or planning next steps in the sales process.

Set up conditional logic so that the Closing date field only appears and becomes mandatory when the stage is set to one of these advanced stages.

How does it work?

• If you update Stage to Negotiation, the Closing date field will not be shown in the inline edit popup.
• If you update Stage to Qualification or Proposal, or Closed won, the Closing date field will appear in the same edit popup and will be mandatory.

To summarize, when you edit a field that is used to define the conditions, the system checks whether the new value matches any of the configured conditions. If it does, the other field that has conditional logic applied will appear in the same popup as optional or required based on the conditions. If the value does not match any condition, that field will remain hidden. If there is more than one condition, the field will only appear when you edit the last field that makes the condition true.

On the other hand, when you edit the field that has conditional logic applied, changing its value does not affect the fields used in the conditions. The only exception is if this same field is also used as a condition for another field, in which case its value will impact that separate logic.

Frequently asked questions (FAQs)

What happens if a field used in a condition is removed from the form?

If a field used in a condition is removed from the form, the conditional logic will still apply when editing the record from the details page. Removing the field only affects its visibility on the create form, but the condition remains active in the background and will continue to influence behavior when the field is updated in the details page.

Can conditional logic hide a field completely?

No, conditional logic only controls whether a field is displayed as optional or required. It does not hide fields. The user can still edit it directly in the details page.

What is the difference between conditional logic and controlling field?

Conditional logic lets you set rules to display a field as optional or mandatory based on another field’s value during record creation or inline editing. A controlling field creates a dependency where the master field can make the dependent field required, visible, or auto-populate values based on its input.

What happens when a field involved in conditional logic is deleted?

You cannot delete any field that is part of conditional logic. This includes both the condition field and the field with conditional logic applied. To delete these fields, you must first remove the conditional logic.