Creating display rules| Clustdoc
0:07 In the lesson focusing on online forms, we discussed logic jumps, but did you know that you could also create similar rules directly within your process checklist?
0:17 This is possible using a feature called conditional display. Conditional display allows you to create display rules from within your checklist.
0:27 Example, when my client signs the NDA, I want to show them the list of required documents. Let's discover how to create a conditional display rule.
0:38 Go to your process checklist and select the steps where the display rule applies. For example, the list of required documents.
1:05 Then click on conditional display icon to define your rule. I'm going to select the step related to signing a non-disclosure agreement.
1:15 Then I'll apply the status ongoing as a trigger because that's what happens in Clustdoc when a step is completed.
1:23 This way, the documents I've selected will only show when the document is signed. Another way to set a conditional display rule is to go directly into the step settings.
1:35 We're going to click on the edit button on the related step, then on conditional display to work on this specific step only.
1:43 In this second scenario, I'm going to show the step when someone from my team progresses the entire application from one stage to another.
1:52 There you go. When there is a conditional display applying to a specific step, this icon is active. So which conditional display rule will you create today?