Formset Overview

What is Conditionality?

Conditionality refers to the control of the visibility of fields and field options values.

This means that conditionality facilitates the hiding of unnecessary information until such time as it becomes relevant to the user. This helps you to declutter interfaces and focus attention on the most important details.

Agent Experience

This is an example of the agent experience of conditionality at work:

CloudSET_Conditional_Fields.gif 

Depending on the selection of a parent field, child fields will appear. They may also appear with a restricted set of option values. 

Administration

Three concepts are used in configuring conditionality:

  1. A configuration Rule which includes a Driving Field(s) and Controlled Field(s).
  2. Driving Fields which define under what conditions the Rule will be applied.
  3. Controlled Fields which represent the action performed when the Rule is applied.

 

CloudSET_Conditionality_Interface.png

A rule is required for each driving selection scenario. It is possible to use one Rule to expose several fields at once in a form-like pattern. 

Rules can also be used to cascade conditionality such that a Controlled Field can be used as a Driving Field.

While the primary use is for ticket fields, some basic conditionality is also supported for User and Org custom fields.

Conditionality works in the agent interface as a Zendesk App and in the end-user interface as embedded Javascript code in the Zendesk Guide.

Further Reading

For orientation and set-up the following articles are recommended:

 To understand the depth of functionality available the following sets of articles are recommended:

In addition, the following advanced topics are covered by the following articles:

  • Formset Technical Overview
  • Formset App Native Configuration
  • Formset Edit & Browse Mode
  • Formset Fields Warning

 

 

   

 

 

 

 

 

 
 
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.