diff --git a/site/guide/workflows/_conditional-requirements.qmd b/site/guide/workflows/_conditional-requirements.qmd index a1cd90cfe..18343c10d 100644 --- a/site/guide/workflows/_conditional-requirements.qmd +++ b/site/guide/workflows/_conditional-requirements.qmd @@ -52,6 +52,20 @@ Conditional requirements are required or optional for the following step types:^ **Toggle Optional** to ON if the field should be optional and not required. +- (Optional) Create conditional requirement groups so fields appear and become required only when certain conditions are met: + + i. Click **{{< fa ellipsis-vertical >}} ⋮** on the step menu and select **Add Conditional Group**. + + ii. In the dashed **Conditional Display Group** container that appears, click **Edit Conditions** and configure when this group should apply: + - Use the same `AND` / `OR` rule builder available elsewhere in workflows + - Conditions are evaluated against record or artifact field values + + iii. Drag requested fields into the group container to make them conditionally required. A field placed in a group has its required/optional switch locked — inside a group, requiredness is decided by the group's condition. When the rule matches, these fields will appear in the form with a caption explaining why, and they become required. When the rule does not match, the fields remain hidden and a note appears: *"[N] fields don't apply to your answers. Anything you entered is kept."* + + iv. At runtime, as users answer questions on the form, fields in conditional groups appear and disappear based on their answers. Required fields are enforced only while their group's condition is active — the form tells users what is still needed before they can submit. + + **Note:** Each workflow's audit trail records when a user's answers cause a conditional group to become active, providing visibility into what drove a particular set of field requirements. + - (Optional) Present these requested fields to users in steps: i. Click **{{< fa plus >}} Add Step** to add a step. diff --git a/site/llm/chatbot-product-map.md b/site/llm/chatbot-product-map.md index e446098f0..1d3625616 100644 --- a/site/llm/chatbot-product-map.md +++ b/site/llm/chatbot-product-map.md @@ -603,7 +603,7 @@ **Docs (related):** - `/guide/configuration/customize-your-dashboard.html` - - Sections: Prerequisites; Manage dashboards; Add dashboards; Edit or remove dashboards; Manage widgets; Arrange widgets; Add widgets; Remove widgets + - Sections: Prerequisites; Manage dashboards; Add dashboards; Edit or remove dashboards; Share a dashboard with your organization; Manage widgets; Arrange widgets; Add widgets - *No direct help link in frontend; related docs inferred from keywords.*