Symptom
Some conditions must be applied to the verification steps to ensure customers provide all the required information.
Resolution
To set a condition to a verification navigate to Settings > Portal > Verification Steps > Step Conditions and then:
Click +New
Enable the Rule
Choose the Controlling Field = verification step & field
Set the rule (equals / is empty / is not empty)
Choose the value for that specific field
Choose the Dependent Field = verification step & field
Choose the Action (Visibility = Hidden / Visible, Mandatory = Required / Not Required)
Click Save
In the example above:
Once a customer fills in the verification steps and chooses Country of Origin = Cyprus, then the Social Insurance Number field will be Visible and Required. If the Country of Origin is not Cyprus, then the Social Insurance Number field is not be visible to the customer and will not be required.
Keywords
Verification Steps, Conditions, Rules
Product
Impact CRM (all versions)
Attachment
No Attachment