In Pipefy, you can create waterfall conditionals in a form or phase, which are nothing more than fields that appear sequentially as previous ones are filled in.
This way, you keep forms and phases succinct and requesters aren't overwhelmed by long forms, providing a better experience. Also, you can collect different information in the same form.
In this tutorial, we will use a reimbursement process to demonstrate the setup. Remember that you can apply the same logic in different processes and scenarios.
How to set up waterfall conditionals
In a refund form, whenever the requester adds a request and wants to add another item in the same form, other fields will appear, so it is unnecessary to submit several forms, but only one containing all the refund requests.
Click on the Form button, located in the pipe's header, and then on the Edit button.
Before we configure the conditionals, let's create all the necessary fields. In the refund request example, we suggest adding the fields from (see the field type in square brackets):
Title of refund request [short text]
Expense information [long text]
Total amount [currency]
Add another expense? [radio select field]
Instead of creating just a single field for each item, let's create three options. You can add as many fields as you want. Don't worry about making the form seem long at this moment, because when we set up the conditionals, the repeated fields will not be shown.
Now, with all the fields created, it's time to configure the waterfall conditionals.
Click on the Conditionals Fields button located in the upper right corner. Then click on Add new conditional.
In the first conditional, we will define that when the fields of the first refund request are filled in and the amount is greater than zero, the Add another expense field will appear.
After saving the first conditional, let's add the second. The trigger we want to configure here is: if the Add another expense field equals yes, we'll display all fields for refund number 2.
This way, the fields for refund number 2 are only displayed when those for order number 1 are filled in. This same logic applies sequentially as many times as you want, replicating the same configuration for as many items as needed.
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