Use a Conditional block to apply conditional logic to the content within a specific node or action. You can use the conditional logic to show or hide specific sections of text within a node. This is particularly useful for creating a response summary or for including optional clauses.
While the Conditional block is useful for applying conditional logic WITHIN a node or action, we recommend using Transitions to apply conditional logic BETWEEN nodes. Read below to learn how to use a Conditional block or learn more about conditional logic from the Conditions article.
Example use cases
Create a summary of responses
You can use Conditional blocks to generate a summary of responses in the Result node based on the path a user follows in your module.
When a user goes through your module, they might not interact with every single node in your module. For instance if your module is an NDA generator, you might ask your user if the NDA is for an M&A transaction, R&D or Sales. If the user choses Sales, they will not interact with the nodes related to M&A transaction or R&D. When you generate a summary of responses, you only want to display the the Sales-related nodes the user responded to and exclude those related to M&A transaction or R&D. You can do this by implementing conditional logic through Conditional blocks in the content area of the Result node. Learn more about this below.
Include or exclude an optional clause
You might want to give the user the choice to include a clause or comment through an optional-response Text node. You can use a Conditional block to include this clause or comment in the Result node, in a document or in an email - only if the user has provided a response.
To insert a Conditional block, follow the steps below.
- From the Content area of a node or action, click on INSERT.
- Select Conditional block from the dropdown menu.
In the Content area, you'll see an embedded text box labeled "Conditional block". See below for how to populate the Conditional block's parameters.
[ 1 ] Conditional block content area
In the content area of the Content block, provide the information you wish to display if the specified conditions are met. Note that text formatting options are available to you within the info block.
[ 2 ] Trash icon
Use the trash icon to delete the Conditional block.
[ 3 ] Reorder icon
Use the 6 dots next to the Info block content area to drag the Conditional block up and down.
[ 4 ] Gear icon
Click here to display the Conditions panel, described in 5-8. In this panel, specify the condition(s) to be met in order to display the content of your Conditional block. Learn more about how to use conditions.
[ 5 ] Conditional statement
This area consists of 3 text areas which are either free-input or drop-down menus. Using this area, you can build a conditional statement which must be met in order to display the content of your Conditional block. For example, you can specify that you only want to display the block if the volume of transactions is below 10000. To do this, select "volume of transactions" in the left text area. In the middle text area, select the less than symbol (" < "). In the right text area, enter 10000, as shown below. Learn more about how to use conditions.
[ 6 ] Trash icon
Use the trash icon to delete the condition directly to the left of the icon.
[ 7 ] Add condition
Click here to add another condition. Learn more about how to use conditions.
[ 8 ] Add group
Click here to add a nested group of conditions. Learn more about how to use conditions.