Field Conditions let you show or hide a registration field based on a customer’s response to another field. For example, you can:
- Show a Business License upload field when the customer selects B2B Customer.
- Show a Tax ID field when the selected business type is Company.
- Hide a field when the customer selects Individual.
Access the Field Condition Settings
- Open the WholesaleX Registration Form Builder.
- Select the field you want to show or hide conditionally.
- Open the Field Condition tab.
- Configure the visibility rule and its conditions.
The rule applies to the field currently selected in the form builder.
Field Condition settings in the WholesaleX Registration Form Builder.
Choose What Happens When the Conditions Match
Under Visibility, choose one of the following options.
Show
Select Show when the field should appear only after the conditions match.
Example:
Show the Business License field when:
Select Role = B2B Customer
The Business License field remains hidden until the customer selects B2B Customer.
Hide
Select Hide when the field should disappear after the conditions match.
Example:
Hide the Tax ID field when:
Business Type = Individual
The Tax ID field remains visible unless the customer selects Individual.
Choose How Multiple Conditions Work
The Operator controls how WholesaleX evaluates multiple conditions.
All
Select All when every condition must match.
Example:
Show the Resale Certificate field when:
Select Role = B2B Customer
AND
Business Type = Distributor
The field appears only when both conditions match.
Any
Select Any when matching one condition is enough.
Example:
Show the Business Document field when:
Business Type = Distributor
OR
Business Type = Manufacturer
The field appears when either condition matches.
Create a Condition
Each condition contains three settings:
| Setting | What to enter |
|---|---|
| Field | The field that controls the selected field |
| Condition | Whether its value should be equal or not equal to a specific value |
| Value | The value WholesaleX should check |
To create a condition:
- Select the controlling field under Field.
- Choose Equal or Not Equal under Condition.
- Enter the expected value under Value.
The Equal and Not Equal options available for a condition.
Equal
Use Equal when the condition should match a specific value.
Example:
Field: Select Role
Condition: Equal
Value: B2B Customer
Not Equal
Use Not Equal when the condition should match every value except the one entered.
Example:
Field: Select Role
Condition: Not Equal
Value: Guest Customer
Enter the Correct Value
The value must match the value produced by the controlling field.
For custom Select, Radio, or Checkbox options, WholesaleX uses the format:
value | Label
For example:
retailer | Retailer
distributor | Distributor
manufacturer | Manufacturer
To create a condition for Distributor, enter its configured value:
distributor
Use the stored value from the left side, not only the visible label from the right side.
Add Multiple Conditions
Click Add New Condition to add another condition row.
You can then use All or Any to define how the rows work together.
Multiple conditions added to the selected registration field.
Example: Require all conditions
To show a document upload field only for wholesale distributors:
Visibility: Show
Operator: All
Select Role = B2B Customer
Business Type = Distributor
Example: Accept either condition
To show a document field for distributors or manufacturers:
Visibility: Show
Operator: Any
Business Type = Distributor
Business Type = Manufacturer
Remove a Condition
Click the Delete icon beside a condition row to remove it. Removing one condition does not delete the other conditions assigned to the field.
Complete Example: Show a Business License Field
To display a Business License upload only for B2B customers:
- Select the Business License field in the form builder.
- Open Field Condition.
- Set Visibility to Show.
- Set Operator to All.
- Select Select Role under Field.
- Choose Equal under Condition.
- Enter the value for the B2B Customer role.
- Click Save Changes.
The Business License field will remain hidden until the selected role matches the specified value.
Save and Test the Rule
Click Save Changes, then test the registration form from the frontend.
Check the form once with a matching value and once with a non-matching value. Confirm that the field appears or disappears as intended.