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hairdog613Asked on May 18, 2024 at 7:58 AM
Hi!
Is it possible to use conditions within an appointment booking form?
I'd like the first question to ask if the booker is a new client or returning client, and if they are new, I would like the form to include intake questions. I don't want returning client to have to fill out these questions every time.
If this is not possible within the appointment booking, is there a way for that first question's answer to trigger the sending of another separate form (a new client intake form)?
Lastly: is it possible for the answers to the new client intake section or form to trigger the creation of a new client file from a template, populating specific fields with the data gathered?Thanks in advance!
Audie -
Ravi JotForm SupportReplied on May 18, 2024 at 8:36 AM
Hello Audie,
Thanks for reaching out to Jotform Support. Yes, it is possible to show the question based on the answer of the user. We do have a complete guide on How to Show or Hide Fields Conditionally that you can check out.
In your scenario, we can show the intake section only when a new client is filling out the form. This is how it will work :
Let me walk you through how you could create that form :
First, you need to create the whole form, including all the questions for existing clients and the new client section.
Second, you need to add a condition to show the intake section when user selects new user. This is how the condition will look :
- In the orange navigation bar at the top of the screen, click on Settings.
- In the list that appears, click on Conditions.
- Select the Show/Hide FIELD option, and create a below condition.
- Create the condition shown in the below screenshot
- Click on Save Button.
We have a complete guide on How to Show or Hide Fields Conditionally that you can check out for more information.
I've created a demo form for you. Here is the link to the demo form. If needed, you can clone my form to check the Settings and conditions. We also have a guide on How to Clone an Existing Form From a URL that you can check out.
I moved your other question related to creating a file from the submission data to a new thread and helped you with that here.
Reach out again if you require any other help.