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14 changes: 14 additions & 0 deletions site/guide/workflows/_conditional-requirements.qmd
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Expand Up @@ -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.
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2 changes: 1 addition & 1 deletion site/llm/chatbot-product-map.md
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Expand Up @@ -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.*

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