1. Real Estate:a) Before the application of Conditional Layout
b) After applying Conditional Layout
2. Educational Institution:
a) Before the application of Conditional Layout
b) After applying Conditional Layout
It is therefore evident that the application of Conditional Layouts helps to make the layout more suitable for your business requirements.
Benefits of Conditional Layout
Some of the common benefits of Conditional Layouts include:
- Avoiding clutter: By limiting the number of fields or sections that are displayed on your form or layout, you will be able to avoid clutter.
- Setting Mandatory Fields: You can set mandatory fields based on values that you may have entered in a previous field.
Before we proceed to understand the concept of Conditional Layouts, let us look at an example of setting mandatory fields with the help of this feature.
One of the sections in Zylker University's form is that of Hostel Requirements. This covers all aspects including health related fields such as food allergies, other allergies, handicap, etc. Now, when a recruiter selects Yes under "Allergies", the university requires that the "Type of Allergies" field be made mandatory. This can be achieved by applying Conditional Layouts.
- Before the application of Conditional Layout
- After applying Conditional Layout
Conditional Layouts - Concept
To understand the concept of Conditional Layouts better, let us consider a scenario.
Zylker Insurance offers motor insurance products such as car insurance and commercial vehicle insurance.
In this case, if Zylker includes all these details in a single form/layout, there is a slight difficulty. That is, when a customer needs a policy for a car, the form unnecessarily asks for details regarding commercial vehicles as well. Observe the details in the table below:
Field
| Private Car
| Commercial Vehicle
|
|
Purpose for which vehicle will be used | ✘ | ✔ |
Nature of goods normally carried | ✘ | ✔ |
Type of Permit (Goods Carrying Vehicle) | ✘ | ✔ |
Type of Permit (Passenger Carrying Vehicles) | ✘ | ✔ |
Hazardous Substances Description | ✘ | ✔ |
The above table lists fields that are required for a Commercial vehicle, indicating that this entire section in the form becomes unnecessary the moment the customer chooses "Private Car". This only causes clutter and discourages the applicant from filling out the form.
However, when conditional layouts are applied, we can achieve a dynamic setup, wherein, in the case of Zylker Insurance, when a prospect selects "Private Car", only the said type details appear, and the Commercial Vehicle details remain hidden and vice versa. This way, you can optimize your forms.
To understand how to create a layout rule, go here: