Estimated watching time: 4 minutes

Conditionals show or hide fields in a pipe's form or phases, according to answers on previous fields.

Watch the video below and give the first step on setting up your own Conditional rules!

Check out one of the most common applications for Conditionals in Pipefy:

  • Marketing:

Marketing Teams can reap great benefits from field conditionals. Through conditional logic, it's possible to create clever forms and phases that hide or show specific fields, which is great for requesters that don't have to deal with tons of information on the same page.

For example, if someone is opening a request for marketing campaigns, only fields related to campaigns will appear as the person writes in the form.

This is great because the form and the phases can have dynamic approaches depending on who's opening the request. Not to mention that you'll have standardized requests, no matter what type they are.

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