Learn how to use Conditional Formatting in the Intake Form builder to populate your contact cards with the correct contact type (Person or Organisation/Company).
Table of Contents
- Step 1: Create a group of fields for Person contacts
- Step 2: Create a group of fields for Company contacts
- Step 3: Create a Contact Type Picker
- Step 4: Apply Conditional Logic to link it all up
- Step 5: Test the flow
Step 1: Create a group of fields for Person contacts
1. In the Intake Form builder, drag a new Group of fields component into the desired section. Give this group a relevant name such as "Personal Details" or "Individual Details".
2. Drag in Mapped fields into this group. Ensure these mapped fields are located in Person field types, e.g. Prospective Client > Person or Additional Contact > Person.
3. Drag and/or rename the components to your preference.

2. Drag in Mapped fields into this group. Ensure these mapped fields are located in Person field types, e.g. Prospective Client > Person or Additional Contact > Person.

3. Drag and/or rename the components to your preference.
Step 2: Create a group of fields for Company contacts
1. Drag a new Group of fields component under the Group of fields you created in Step 1. Give this group a relevant name such as "Company Details" or "Business Details".
2. Drag in Mapped fields into this group. Ensure these mapped fields are located in Company field types, e.g. Prospective Client > Company or Additional Contact > Company.
3. Drag and/or rename the components to your preference.

2. Drag in Mapped fields into this group. Ensure these mapped fields are located in Company field types, e.g. Prospective Client > Company or Additional Contact > Company.

3. Drag and/or rename the components to your preference.
Step 3: Create a Contact Type Picker
Drag a Single select choice component to the top of the form. Enter the following information:



Step 4: Apply Conditional Logic to link it all up
1. In the Single select component, select the Conditional logic icon on the bottom-right corner (the two arrows).
2. Select Add condition.
3. Choose the following options in the drop-down menus:
4. Select Add condition again.
5. Choose the following options in the drop-down menus:
6. Select Save.

2. Select Add condition.

3. Choose the following options in the drop-down menus:
- Choice: is
- Answer: An Individual/Person
- Result: Show
- Component: Group
- Group: Individual Details
4. Select Add condition again.

5. Choose the following options in the drop-down menus:
- Choice: is
- Answer: A Company/Business
- Result: Show
- Component: Group
- Group: Company Details
6. Select Save.
Step 5: Test the flow
Select Preview form at the top of the Intake Form builder. The form will now guide the user to first select whether they are an individual or a company, and then present the relevant fields.
This ensures that the correct mapped fields are populated and that the matter will include either a Person contact or a Company contact accordingly.
This ensures that the correct mapped fields are populated and that the matter will include either a Person contact or a Company contact accordingly.

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