Causeview Impact Designer allows you to set a child control to appear based on the value selection of the parent control. For example, if you offer a checkbox to constituents on whether they want to make a recurring gift, the Start date and Frequency of the recurring gift fields will then follow if the checkbox is checked. The appearance of the Start date and Frequency is only visible based on the condition that the recurring gift checkbox is checked because these fields would not be applicable if recurring checkbox remained unchecked.
This document will illustrate how to make a control conditionally visible by identifying the relationship between two controls, and assigning the value that will trigger the child control to appear when the defined condition is met.
1. First, select the child control that you would like to make visible based on the condition of the parent child.
2. On the right control properties panel, go to the "Conditional Visibility" section and assign a name to the "Visibility Group". Note: the value in the "Visibility Group" can be anything, it is only used to reference back in the parent control which we will cover later.
3. For the "Visible On" field, enter value that must be selected from the parent control in order for the child control to be visible. For example, if you want the Start Date and Frequency control to appear if the constituent checks the "I would like to make this a recurring donation" checkbox, the value for the "Visible On" field will need to be "True" (meaning checkbox = checked).
Please note: for checkboxes, the value would be either "True" (checked checkbox) or "False" (unchecked checkbox) whereas for picklists, the value is simply one of the option from the list.
4. Now that the child control has been set up, we can proceed to configure the parent control. Select the parent control.
5. Similar to setting up the child control, go to the right control properties panel and scroll to the "Conditional Visibility" section. Go to the "Target Group" dropdown and select the Visibility Group name you defined for the child control.
6. Once the appropriate "Target Group" is selected, you will see that the conditional visibility has set. The child control is highlighted in blue with the eye icon to indicate this control will be visible based on the condition of the parent control.
7. Click "Save" to ensure changes have been saved.
As you can see, conditionally visible controls can improve the constituent's online donation experience since they are only exposed and required to be populated based on the constituents' previous information selection. Aside from its importance to the donor experience, making a conditionally visible control is fairly simple to the user experience as well. Simply declaring a couple of values (Visibility Group, Visible On) on the child control, and referencing the Visibility Group name in the TargetGroup field on the parent control will link the two controls together and make the child control visible when condition has been met.