Question:

What do conditional fields mean when creating a report in PromoMats?

Answer:

Conditional fields let the user set up labels based on other field values.

Example:

The Status Group conditional field could look at Document Status for documents with different lifecycles and groups those statuses together: 

• Complete label for Approved
• Approved for Use
• Approved for Distribution 
• In Progress for Pending Review 
• In Review 
• In Approval
• etc.

The user can use the conditional field for grouping or as a column in a tabular report. Conditional fields cannot be used as filters on the report.

Conditional fields are available for all Report Types except:

• Distribution 
• Binder 
• Read & Understood

Related Documentation:

Vault Help Documentation: Conditional Fields

Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.