Creating conditional custom fields

Introduction

Conditional fields allow certain custom fields to be displayed only when specific conditions are met.

⚠️ In AntsRoute, this feature is available only for custom fields used when a driver validates a delivery in the mobile application.

When creating a custom field, you can define a trigger that will display this field only in certain situations.

The trigger can be:

• another custom field
• an AntsRoute element, such as a service type, duration, etc.

This allows you to adapt the information requested from the driver depending on the delivery context.

☝️ To learn more about custom fields, please refer to the related article.

Example of use

You may want to request additional information only for certain deliveries. For example, you can create a first field Delivery status with several options:

• Delivery completed
• Partial delivery
• Delivery refused

Then you add another custom field Reason for partial delivery with the following condition:

If Delivery status = Partial delivery (trigger), display this other field.

This way, the driver only sees the fields that are necessary when validating the delivery.
 

Step 1: Create a category

Before creating a custom field, you must first create a category in the Validation of a delivery tab.

To do this:

1. Log in to your AntsRoute account.
2. Open the Settings menu.
3. Click Custom fields.
4. Select the Validation of a delivery tab.
5. Click Create a category.
6. Enter the category name.
7. Save.

Categories allow you to organise custom fields.

☝️ To learn more about categories, please refer to the related article.
 

Step 2: Create the validation custom fields

1. Click Create a field.
2. Enter the field name.
3. Select the category.
4. Choose the field type.
5. Indicate whether this field must be completed by the driver.

When creating the field, you can define a trigger.

This trigger determines under which conditions the field will be displayed.

Configure the Trigger

When creating the field, you can define a display condition:

1. Enable the Trigger option by clicking on Filter.
2. Select the trigger field.
3. Define the value that will trigger the field display.
4. Click Apply.
5. Save the changes.

The field will appear only when the condition is met.

Practical Example

Field being created: Reason for partial delivery

Trigger:
Delivery status = Partial delivery

Result:
The field Reason for partial delivery will be displayed only when the selected Delivery status is Partial delivery.

☝️ Good to know

Conditional fields allow you to:

• avoid displaying unnecessary fields
• simplify the validation form for drivers
• collect information adapted to each type of service

Conclusion

Conditional fields allow you to adapt the information requested when validating a delivery.

By defining a trigger when creating the field, you can display this field only when certain conditions are met, for example when a specific service type is selected.
 

🙋‍♀️ Need help?

If you are having difficulty understanding how custom fields work, please feel free to contact AntsRoute support by email or via the chat available from the web interface.