How do I manage conditions between fields in my forms or issue fields?

Conditional logic can only be applied when the logic is applied to fields that are: Yes/No or Option-Select

You have created fields for your issue layout and/or added the fields to forms (issue forms, reporter intake forms or campaign forms).

To add conditional logic in Forms:

Go to your form (Issue form, reporter intake form or campaign form).
Click the edit pencil on the main field you want to create conditions for by clicking on the edit pencil, and click the button “Manage Conditions”.
In the pop-up window you choose 'When the answer is' option and then choose 'Then show fields'.
Enter as many conditions as you need and click 'Save'

To illustrate, we have an example below for the Reporter Intake form. When the reporter chooses the country, we want to know which entity in said country.

When the reporter selects Netherlands, they will see a follow-up question to select the Legal Entity. If the reporter chooses a country that's not Netherlands, they won't see the list of entities from that country.

To add conditional logic in issue fields:

You have created fields and added them to your Issue Setup (How do I add fields to the Issue Fields (To appear in ALL issues of the same type)?)

Go to Issue Setup and click on 'Issue types'
Select the Issue type that contains the fields you want to add conditional logic to
Click the edit pencil on the main field you want to create conditions for and click the button ''Manage Conditions''
Enter as many conditions as you need and click 'Save'

You can see an example below. As a case manager I want to see the list of entities that belong only to the respective country. When a case manager selects 'Netherlands' a new field will appear to choose the Legal Entity, only showing the options of entity in the Netherlands'.

To amend existing conditional logics:

You can change the previously selected options and/or the fields with follow-up questions by clicking on the relevant fields, or you can add conditions:

To remove conditions:

You can remove conditions by clicking on the trash can icon next to them:

Fields can only be used either as trigger or follow-up question. In other words, a field used as follow-up question cannot be given an additional conditional logic to initiate another follow-up question.
Conditional logic can be applied to Yes/No and (multiple) option select fields. Not short text. A short text field can be used as the follow-up question.
Added or amended conditional fields will only affect new applications of the forms.