When setting up workflows in Scout, would you like the ability to display certain fields based on the response to a previous question? Now with Conditional Fields you have the power to do so within Pipeline, Contracts, and on Supplier's Profiles!
Read on to learn more about Conditional Fields: what they are, why you should use them, where you can leverage them, and how to set them up.
What are Conditional Fields?
To make Pipeline more flexible, we want to provide our customers with the option to create Conditional Fields within the product. Conditional fields are set up to only appear on a page if the conditions are met. This allows you to configure the tool to better fit your company's process.
Why Use Event Custom Fields?
Creating Conditional Fields in Pipeline helps sourcing professionals to improve:
- Process Customization - by increasing flexibility to only show fields when necessary.
- Business Collaboration - by improving Stakeholder experience
- Operational Efficiency - by improving Projects and Intake to only see fields that are relevant when filling in Conditional Fields.
Where can you leverage Conditional Fields?
- Intake Forms
- Pipeline Projects
- Supplier Profiles
How to create Conditional Fields
Company Admins can create Conditional Fields in Pipeline Projects. To add a conditional field to a Project, first enter Project Settings. In the Settings left navigation bar, select Custom Fields.
In Custom Fields, enter the field details and click "Add Field". Notice under "Options" there is now the ability to add Conditions or No Conditions to your Field.
For this example, we will be setting up a Condition based on Country. Below you will see Country is our top level field and thus, no conditions have been added to it. Depending on the country selected (USA or Canada) either US State or Canada Territory will appear. Therefore, US State and Canada Territory are dependent on Country and will need to have "Add Conditions" selected in the options section.
When the Option to add a Conditional Field is selected, you'll then need to set the conditions using the IF and THEN statements.
For example: IF... Country contains USA. THEN...(show) Ohio, Texas, Florida.
IF... Country contains Canada. THEN...(show) BC, Ottawa, Ontario.
There are numerous potential applications for how conditional custom fields can be used in Scout. Common examples would include the ability to show an approver field based on spend amount, show sub-fields that pertain to a certain category of spend, show options based on a date input, and much more.
Now that you have the Custom Fields created, you'll need to activate them in the section you want them to appear in. To do this, go into Settings and under Customize Projects select the project type you want to customize.
Find the section you set the Conditional Fields to appear in and check the fields you would like to include (Country, US State, and Canada Territory).
Notice you also have the option to add these fields to Intake by checking "Include on Intake " on the right.
Now that all configuration settings are in place, open a Project and view the section where you added Conditional Fields to see them in action on your project.