Configuring Dynamic Fields with Visibility Rules

You can configure visibility rules on web form fields to dynamically present additional fields and options based on data subject selection. This ability is limited to advanced user roles with enabled permissions to edit and configure web forms.

To configure dynamic web form fields

Many web form template fields come preconfigured with visibility rules. They will appear in the drop-down list and live preview with the Visibility Rule icon. Follow the below steps to add visibility rules to active fields added on the web form.

  1. On the Privacy Rights Automation menu, select Setup > Web Forms. The Web Form Templates screen appears.

  2. Click the View button on web form template you want to configure. The Web Form Customization screen appears.

  3. On the Web Form tab above the configuration options, click the Branch icon.


  4. Select an active field from the list you want to dynamically configure. The field must be enabled on the web form in order to appear in this list.
    Note:

    After you've configured rules for a field, the Branch icon will appear next to the field name in the drop-down list.



  5. Click the Add Rule button.
  6. Give the new rule a name, then proceed with the rule setup. For more information, see Visibility Rule Configuration Screen Reference.

    Configure the visibility rule with ALL/ANY requirements, Conditions (e.g. is, is not), and the Action, then click the Save button. For more information see, Visibility Rule Configuration Screen Reference.

    Note:

    You must organize the fields in the Web Form Customization screen for the rule to use conditional logic correctly.

    For example, if you want a particular field to appear after the data subject picks a request type, you will need to place that field immediately after the Request Type field.

  7. Once a rule has been configured, the Visibility Rule icon will appear in the live preview next to the dynamic field.


Visibility Rule Configuration Screen Reference



Field
Description
Question

Select the question or field to which the visibility rule applies.

Name

Enter a name for the visibility rule.

Condition

Select the All or Any button to determine if all conditions or any one condition must be met to satisfy the rule.

For each condition, select whether All or Any field-response configurations must be met to trigger an action.

Select a form field to trigger the condition.

Select an operator (is/is not) and response.

Action

Select an action that will occur for the specified field(s) if the rule is met.