Overview 

Dynamic forms show or hide fields based on what the user selects, so the form adapts as it is filled in. A common pattern is a selection field with a “Comment” option that, when chosen, reveals a comment field—and hides it otherwise. Building forms this way keeps them short and relevant, only asking for extra detail when it is actually needed. 

Before You Start

You need access to the Forms area and permission to edit forms. Plan which selections should trigger which fields, so the show/hide logic matches how you want the form to behave. 

How to Build a Dynamic Form

1. From the left navigation menu, select Forms. 

2. Click the Form icon in the upper-right corner. 

3. Click the plus (+) icon for Custom Forms, or the pencil icon to edit an existing form. 

4. Scroll to the bottom and click + Add Field. 

5. Create a field—for example Overall Satisfaction—and set its type to Selection. 

6. Click the pencil icon to edit the selection options. 

7. Use the plus icon to add options, including a Comment option at the end, then click OK. 

8. Click + Add Field and enter Comment: (including the colon). 

9. When the user selects the Comment option, the comment field appears; if not selected, it stays hidden. 

Tips and Things to Know

• The colon in a field name (e.g. “Comment:”) links it to the matching selection option. 

• Dynamic fields keep forms short by asking for detail only when relevant. 

• Plan your selection options before wiring up the conditional fields. 

• Test the form to confirm fields appear and hide as intended. 

Frequently Asked Questions