There may be instances where you might want to display a field on the form only when a certain condition is met. For example, you may want to display Start Date and Frequency fields only when the donor selects the recurring check box or you may want to display Tribute fields only when the donor indicates their donation is being made in honour/in memory of someone.
Impact Designer allows you to set conditional visibility on a field so that the field only appears based on the condition you specify. This makes your forms simpler and easier for your donors to complete and prevents them being turned off by a seemingly lengthy form.
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.
First, select the child control that you would like to make visible based on the condition of the parent control. You can choose to hide a specific control (field), hide a row (which will hide all the fields contained within the row) or hide an entire section (which will hide all the fields contained within).
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.
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.
Now that the child control has been set up, we can proceed to configure the parent control. Select the parent control.
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.
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.
Click "Save" to ensure changes have been saved.
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.